Our Advisory Team

Janet Z. Wan, CFP®, CPFA

President & Senior Retirement Plan Advisor

925-223-8868 x1002

jwan@sierrapfa.com

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®, MBA

Director of Financial Planning, Wealth Advisor

925-223-8868 x1003

dgoodman@sierrapfa.com

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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Parker J. O'Sullivan

Director of Business Development, 401(k) Plan Advisor

925-223-8868 x1006

posullivan@sierrapfa.com

Parker provides investment, participant education and fiduciary support to those corporate clients in the 401(k) arena. He also spends time developing relationships with new wealth management and high new worth clients for the firm.

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Marissa Christensen

Client Relations & Operations Manager

925-223-8868 x1001

mchristensen@sierrapfa.com

Marissa joined SPFA as a client relations and operations manager. She is thrilled to put her well-equipped skills in operations, communications, and excellent client service experience to make an everyday impact at the firm. 

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Ron Augustinsky, Esq.,

Certified Family Law Specialist

925-225-1010

ron@augustinsky.com

Ron Augustinsky, Esq. collaborates with Sierra Pacific Financial Advisors, LLC (SPFA) to provide estate planning and estate administration to SPFA clients. 

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