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

Overview of Sierra Pacific Financial Advisors, LLC

Sierra Pacific Financial Advisors, LLC (SPFA) is a distinguished fee-only financial advisory firm located at 7077 Koll Center Pkwy #120, Pleasanton, CA 94566. This firm stands out for its commitment to transparent, fee-only advisory services, ensuring that clients' interests are prioritized over any potential conflicts of interest. With a focus on financial consulting and planning, SPFA offers a comprehensive approach to managing clients' financial futures.

Contact Information and Accessibility

For those looking to establish a financial partnership with SPFA, the firm's contact details are readily available. You can reach them by phone at 52238868 or visit their website. Notably, SPFA ensures accessibility for all clients, offering a wheelchair accessible entrance, parking lot, and restrooms, making their services inclusive and convenient.

Services and Specialties

The firm specializes in providing expert financial consulting and planning services. Their team, led by Janet, is celebrated for their professionalism and dedication to understanding each client's unique needs and investment philosophies. SPFA's approach includes creating detailed financial plans with multiple scenarios, demonstrating their thorough and thoughtful service.

Client Feedback and Experience

Client satisfaction is evident from the 5 reviews on Google My Business, where the average opinion stands at a highly commendable 4.8/5. Testimonials highlight the firm's ability to provide a thorough financial analysis, considering various scenarios and ensuring a well-thought-out investment strategy. Clients appreciate the promptness and diligence of SPFA's team, expressing confidence in their ability to manage portfolios effectively over the years.

Recommendations for Potential Clients

For potential clients seeking a reliable and transparent financial advisory service, Sierra Pacific Financial Advisors, LLC offers a promising option. Here are a few key points to consider:

• Professional Team: Led by experienced advisors like Janet, who takes the time to thoroughly understand and align with your financial goals.
• Inclusive Services: SPFA's commitment to accessibility ensures that everyone can benefit from their services.
• Client-Centric Approach: A focus on understanding and catering to each client's unique financial situation and investment philosophy.
• Thorough Planning: Detailed financial plans with comprehensive scenario analyses to prepare for various financial futures.
• Appointment Required: Given the personalized nature of their services, an appointment is necessary to start your financial journey with SPFA.

Considering their exceptional service quality and client feedback, it's highly recommended to schedule an appointment through their website at sierrapfa.com. Don't miss the opportunity to take control of your financial future with a firm that stands by your needs and goals.

Final Recommendation

If you're ready to embark on a financial planning journey with a firm that prioritizes your needs and promises thorough, professional service, contact Sierra Pacific Financial Advisors, LLC today. Your financial well-being deserves a partner as dedicated and insightful as SPFA. Visit sierrapfa.com to schedule your appointment and take the first step towards securing your financial future.

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

Ananya &. S. P.

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 C.

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 R.

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

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 T.

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.