Sierra Pacific Financial Advisors, LLC

Type Of Business


Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm, with focus on providing company retirement planning for small business owners and employees.  Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your stage of business – start-up or established firm, we look forward to helping you develop a solid and cost effective retirement plan towards your finish line.

Serving as fiduciaries, we provide unbiased financial solutions with a singular focus on clients’ best interests.  Our ultimate goal is to help clients make well-informed, prudent decisions throughout their financial journey—from wealth accumulation, preservation to distribution.

We look forward to learning about your unique situation and helping you reach your financial goals.

Warm Regards,

Janet Wan, Certified Financial Planner, President

Listing Details

Is Your Business Licensed?: Yes
Business website link:
Business Phone - Mobile:

Contact Info

  • 925-223-8868
As a woman and small business owner, I understand the challenge of balancing career and family life. While concentrating much of our efforts to grow business, we also want to spend more time with family and to take care of the financial future of our employees. All of these situations require prudent planning to make sound financial decisions. By working with the advisors at SPFA, you have access to an array of financial programs specifically designed for woman-owned small business, including: • Advanced employer retirement plans to accelerate retirement savings and minimize taxes • Customized wealth management services to coordinate every aspect of financial life • Tax planning and advisory services • Business succession planning • Financial literacy education and information • Estate planning & giving strategies
7077 Koll Center Parkway, Suite 120, Pleasanton, CA 94566

Availability Time

9 AM - 6 PM
9 AM - 6 PM
9 AM - 6 PM
9 AM - 6 PM
9 AM - 6 PM

Author Info

Janet Wan

Janet Wan