Sierra Pacific Financial Advisors

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7077 Koll Center Pkwy Ste 120

Pleasanton, CA 94566

+1 (925) 223-8868

http://www.sierrapfa.com

Sierra Pacific Financial Advisors is a financial services firm based in Pleasanton, CA, specializing in providing personalized investment and wealth management solutions to individuals and families. With a focus on long-term financial planning, the firm offers a range of services to help clients achieve their financial goals.

Committed to transparency and client education, Sierra Pacific Financial Advisors works closely with each client to develop customized strategies that align with their unique financial objectives and risk tolerance. By offering comprehensive financial guidance, the firm aims to empower clients to make informed decisions and secure their financial future.

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Reviews

5.06 reviews

Q C.

9/5/2022

Janet and her team at Sierra Pacific Financial Advisors have been our trusted financial advisors for over 4 years now. We really appreciate having them in our corner. Financial planning: our...

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Carolyn C.

10/14/2023

After being long-term clients of other financial advisors, large and small, my husband and I sought out a local NAPFA firm to gain more personal attention in financial planning as well as...

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Saikat P.

8/3/2023

We recently started working with SPFA on managing our investment portfolio after an initial financial planning session. The team, lead by Janet, is professional and takes time to understand your...

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Nick S.

7/28/2022

Yun and Janet at Sierra Pacific have been excellent and guiding my partner and I with our finances. After my partner and I got married we had to reconcile her years of being financially sounds vs...

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Sue G.

6/9/2022

My husband and I have been clients of Janet for many years and will be forever grateful for her intelligent, sound, and practical advice regarding our financial portfolio. She really listens to...

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