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Sierra Pacific Financial Advisors, LLC
- Investment Service
- Pleasanton, CA
About this business
Location details
7077 Koll Center Parkway, Suite 120, Pleasanton, CA, 94566, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:30 p.m. | |
| Tue | 9:00 a.m. to 5:30 p.m. | |
| Wed | 9:00 a.m. to 5:30 p.m. | |
| Thu | 9:00 a.m. to 5:30 p.m. | |
| Fri | 9:00 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We recently started working with Janet and team at Sierra Pacific Private Wealth. The consultation and onboarding support is amazing. We feel Janet and team put in every possible effort to get to know us better, know our financial needs and goals, time to time guided us on every aspect of the journey and expected outcomes. The best part was their availability as we are busy working couple and could not attend the meeting in regular business hours but the team prioritized our time and almost every meeting we had was after bus... read more
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.
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 A... read more
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 ... read more
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 tha... read more
Frequently asked questions about Sierra Pacific Financial Advisors, LLC
How is Sierra Pacific Financial Advisors, LLC rated?
Sierra Pacific Financial Advisors, LLC has a 4.8 star rating with 5 reviews.
When is Sierra Pacific Financial Advisors, LLC open?
Sierra Pacific Financial Advisors, LLC is open now. It will close at 5:30 p.m.