Sierra Pacific Financial Advisors

  • 39899 Balentine Drive, #200
    Newark, CA 94560 (map)
  • (510) 438-6878

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Financial Advisor

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Sierra Pacific Financial AdvisorsNewark, CA

  1. You'll be asked a few quick questions that will help describe your needs.
  2. You'll be asked to provide your contact information so that Janet Wan will be able to get in touch with you.
  3. You'll have the option to get competing quotes from other qualified service professionals, saving you time and money.
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Sierra Pacific Financial Advisors (SPFA), an independent, fee-only financial advisory firm, is situated in the California Bay Area. Our firm focuses on specialized wealth management services as well as extensive financial planning.

We provide fair solutions alongside your life values and financial goals. Based on our fee-only system, we don't sell any products, and neither do we split commissions with other professionals. Our greatest objective is to assist our clients in the achievement of their dreams and passions via the road maps that we make for them. We take special pride in serving our multifaceted client base, including corporate executives, business owners and pre-and-post retirees.

Reviews

  • May 31, 2011

    My experience with Sierra Pacific Financial Advisors (SPFA) has been terrific! I first met Janet Wan of SPFA 7 years ago when my husband passed away. At that time, I had very little knowledge of financial matters. Janet and her team took every effort to help me during this very difficult time due to the loss of my loved one. They assisted me in claiming benefits, taking care of consolidation of all my assets, and creating a detailed financial plan for my future security. Since then, they have been managing my inheritance with extreme professionalism. I highly recommend Janet and her team.

    Cindy

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Question and answer

Q. Why does your work stand out from others who do what you do?

A. We provide fee-only personalized services to those who wish to bring order into their financial household. We conduct a face to face interview to help you assess your financial situation and hand-hold you to the next steps needed to find your dreams and pursue them. When you allow Sierra Pacific Advisors to work with you to simplify your life and alleviate the burden of your day-to-day wealth management, you are free to focus on your most important endeavors and pursue the joys of your life.

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