Janet Wan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sierra Pacific Financial Advisors, LLC in Pleasanton, CA and the surrounding communities.
Ms. Wan is a CertifiedFinancial Planner (CFP®) and the president of Sierra Pacific Financial Advisors, LLC (SPFA), a Wealth Management Firm located in the Bay Area. At SPFA, we design investment strategies and provide financial solutions to those who don’t want to be sold by financial products. Completely fee only, we offer comprehensive wealth management services including financial planning, retirement planning, investment management, stock option analysis and wealth transfer.
Specialties:
• Stock Option Exercising Strategies and Wealth Management for IT professionals and Corporate Executives
• Financial and Retirement Income Planning for Women, Retirees, and Divorcees
• Corporate Retirement Solutions for Business Owners and Doctors with private practice
• Investment Management and Life Transitional Planning for American Expatriates, and High-net-worth International Clients
Services:
Financial Planning: SPFA provides comprehensive and personalized fee-only financial planning to map a path to reach your individual goals and objectives.
Investment Management: We understand your assets represent many years of your hard work and savings. By following a systematic, disciplined approach, we help you build and protect your wealth. You benefit from prudent investment management services that save you time and significantly reduce investing oversights caused by human emotions.
Wealth Management: Wealth management includes the coordination of every aspect of your financial life and ongoing investment portfolio management. At SPFA, we recognize your complex financial situations and unique needs.
Company Retirement Planning: Our retirement solutions focus on helping small business owners and doctors navigate the complex arena of corporate retirement planning. As an independent financial advisory firm, we provide unbiased advice and have freedom to design retirement plans that are right for you.
With combined experience over 75 years, Sierra Pacific Financial Advisors, LLC helps individuals and corporations achieve their financial success thru. objective planning and prudent management. Our clients are IT and health care professionals, corporate executives, retirees, divorcees, business owners and international clients.
65
The debate as to which standard should prevail for financial advisors has raged for years now, although it's very far under the radar as far as...
Read More >
Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
Read More >
It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
Read More >
Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...
Read More >
In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...
Read More >
In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...
Read More >
Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...
Read More >
Owning a home has long been part of the American Dream. But given today’s economic realities and the risks associated with real estate...
Read More >
Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...
Read More >
When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
Read More >
