Our Advisory Team

Janet Z. Wan, CFP®, CPFA

President & Senior Retirement Plan Advisor

925-223-8868 x1002


Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA), an independent fee-only Register Investment Advisory (RIA) that focuses on financial planning, wealth management and corporate retirement planning.

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Daniel T. Goodman, CFP®, CLU®

Director of Financial Planning, Wealth Advisor

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Daniel utilizes his experience and background to develop holistic financial plans, including savings, retirement planning, stock equity strategy, college funding, tax planning and risk mitigation/insurance need analysis.

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Yun Cho Messina, FRM®

Financial Planning Associate, Wealth Advisor



Yun is passionate about helping people managing financial resources fruitfully and purposefully as an entrusted financial steward.  She joined SPFA as a wealth advisor to fulfill her passion.

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Jacob Rodriguez

Financial Operations Associate



Jacob joined SPFA as the financial operations associate. He specializes in client relations and all aspects of investment operations functions. He is the primary contact at SPFA for account servicing requests and operation processes....

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Kirk Chan

Client Engagement Manager



Kirk joined SPFA covering client engagement for the firm.  Kirk's passion is connecting with clients on a personal level to avail to them the best guidance and resources to realize their ideal financial futures.  A veteran of...
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