Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm - Pleasanton, California

Sierra Pacific Financial Advisors, LLC is a highly regarded, fee-only financial advisory firm located at Address: 7077 Koll Center Pkwy #120, Pleasanton, CA 94566, United States. They can be reached at Phone: 9252238868. Their website, sierrapfa.com, provides valuable information about their services and team.

As a fee-only financial advisory firm, Sierra Pacific Financial Advisors, LLC, prides itself on providing objective, unbiased financial advice to their clients. They specialize in Financial Advisor and Financial Planner roles, offering services that include retirement planning, investment management, tax planning, estate planning, and more.

Their office is fully accessible, with a wheelchair-accessible car park, entrance, and toilet, making it convenient for all clients. They require appointments, but recommend making them in advance to ensure availability.

Sierra Pacific Financial Advisors, LLC, has received an impressive average opinion: 4.8/5 from their clients, based on 5 reviews on Google My Business. This is a testament to their commitment to providing exceptional financial advice and client service.

If you are looking for a trusted financial advisory firm to help you manage your financial future, Sierra Pacific Financial Advisors, LLC is an excellent choice. Their team of experienced financial advisors and planners can help you create a customized financial plan that meets your unique needs and goals.

To learn more about Sierra Pacific Financial Advisors, LLC, and how they can help you, we recommend visiting their website, sierrapfa.com. From there, you can explore their services, meet their team, and even schedule an appointment to speak with a financial advisor.

Take the first step towards securing your financial future today by contacting Sierra Pacific Financial Advisors, LLC.

Reviews of Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm

Ananya & Saikat Paul

4/5

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 needs and investment philosophy. The planning was thorough and included multiple scenarios, which were well thought through. Janet's team is prompt and thorough in its work and I'm expecting my portfolio to do well and thrive in the years to come under her stewardship.

Carolyn Chan

5/5

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 portfolio management. When we met with Sierra Pacific Financial Advisors we immediately noticed a difference from other firms we'd worked with and interviewed. They were very thorough and attentive to our particular financial situation and offered plans and strategies that suited our near-term and future needs. As Sierra Pacific Financial Advisors clients we feel confident of our financial future and look forward to their continued guidance during up and down market conditions, through upcoming life changes, and future retirement.

Marc Rico

5/5

I recently had the pleasure of speaking with Janet Zheng Wan from Sierra Pacific Advisors in my search for financial guidance. While I initially reached out to schedule a consultation, Janet went above and beyond by providing an impromptu phone consultation. Despite my initial intention to schedule a consultation, she offered valuable insights and advice without any expectation of any immediate commitment or compensation. It was evident that her primary focus was on understanding my needs and providing assistance rather than pushing for a quick transaction.

Tom Fider

5/5

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'm now very comfortable with my future finances.

Serdar Turhal

5/5

I have been a client for SPFC for several years and Janet Wan is my advisor. I appreciate her promptness every time I need her help and also guide me through the financial ways that I am not familiar with.