From retirement planning to college funds to estate planning, and everything in between, we want to be there to help you make the best decisions. Sierra Asset Management was formed in 1999 with the purpose to be Central California's finest locally owned, fee-only wealth management and financial consulting firm.
Our services are provided to individuals, businesses and organizations that desire a superior level of asset management and advice. Sierra Asset Management fully embraces the "do for others as you would do for yourself" philosophy for our clients and fellow associates. We are actively involved in our community and proudly serve the Fresno, Clovis, and Oakhurst areas.
Our services are provided to individuals, businesses and organizations that desire a superior level of asset management and advice. Sierra Asset Management fully embraces the "do for others as you would do for yourself" philosophy for our clients and fellow associates. We are actively involved in our community and proudly serve the Fresno, Clovis, and Oakhurst areas.
Services
Don DeBernardi is a Certified Financial Planner and has been practicing as a fee-only financial advisor since 2001. He earned his Bachelor of Science in Business Administration with an emphasis in Finance from California State University Fresno. Since 2001, Don has played a major role in the firm's growth from less than $25 million in assets under management to well over $300 million today.
Sierra Asset Management provides a breadth of fee only wealth management services to customers in the Fresno, Madera, Clovis, and Oakhurst areas. Whether you are looking for financial planning, asset management, or to set up your own retirement accounts (401 (K), IRA, etc.) we can answer your questions and get you on the track to financial freedom.
Make check payable to "Charles Schwab and Co Inc" and write or print "FBO John Smith (your name) Acct No. ######## (all 8 digits) in the Memo section on the front of the check as well. Make check payable to the individual on the account and the Schwab retirement account number. Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor whose name appears on this website.
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Russell Austin
Mar 03, 2021
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