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.
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.Parker provides investment, participant education and fiduciary support to those corporate clients in the 401(k) arena.
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.Parker provides investment, participant education and fiduciary support to those corporate clients in the 401(k) arena.
Services
As a successful professional, your career demands your time and effort. You may consistently juggle between career advancement and spending quality time with your family, and have little free time for managing your finances. You may struggle to balance your financial resources for retirement savings and your children's education costs.
Running a business requires strategic planning to overcome roadblocks to success. We understand that as a business owner, you concentrate much of your energy on growing your business, meeting customer needs, and managing your employees. Finding the time to take care your personal finances can be a challenge.
We recognize that women often have unique financial needs. Many may have sacrificed their careers to raise a family and have delayed saving for retirement, while others may undergo life transitions such as a divorce or death of a loved one. All of these situations require prudent planning to make sound financial decisions.
Building an attractive work environment means providing competitive benefits packages for your employees. However, employer-sponsored retirement plans can be demanding, as they entail fiduciary responsibilities, investment selections, record keeping, distributions and employee education, among other tasks.
SPFA's seasoned professionals understand the financial complexities faced by international high-net-worth (HNW) clients, including non-familiarity with the U.S. taxation and financial system and language barriers. SPFA advisors can bring HNW international clients up to speed on tax- and financial-market related information.
Reviews (1)
Tom Fider
Feb 03, 2022
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I have been a client of Sierra Pacific Financial Advisors in Pleasanton for several years now and have received extraordinary service. My Personal Finances are critical to my future as well as my children's future. So finding an advisor with whom I could trust was extremely important. Janet and the team at SPFA are knowledgeable, experienced and organized professionals. While being very Responsive and Effective. Feeling in control of your financial future is something you must experience to appreciate. I owe that in large part to SPFA. Thanks to everyone at Sierra Pacific Financial Advisors, I
