Janet Z. Wan,  CFP<sup>&reg;</sup> - Financial Advisor

Janet Z. Wan, CFP®

President

Sierra Pacific Financial Advisors, LLC

7077 Koll Center Pkwy, Ste 120
Pleasanton, CA 94566
FINANCIAL ADVISOR'S WEBSITE
(925) 223-8868

General

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.

Financial Advisor Overview

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.

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Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Retirement, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources