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My Approach
Janet is the President and Senior Wealth Advisor at Sierra Pacific Private Wealth, which she founded in 2004. A Certified Financial Planner ® (CFP) with over 25 years of experience, Janet blends tax-aware strategies, equity compensation planning, and personalized financial guidance to help tech and biotech executives & professionals maximize the wealth they’ve built. After beginning her career as a financial analyst at Cambridge Associates, Janet’s passion for working directly with individuals led her to transition to serving high-net-worth clients at Freed & Myers. Her interest in capital markets has become a lifelong mission to make a personal impact as a financial planner. Today, she focuses on strategic planning, leading the firm’s investment committee, and designing tailored wealth solutions. When not advising clients, Janet is deeply connected to her community in Pleasanton, and enjoys golfing, traveling, and exploring new cultures.
The Clients I Serve
Executives, GenX, High Earning First Generation, Pre-Retiree, Women & Female Leaders
Major Milestones I Specialize In
Compensation Changes, Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Sierra Pacific Private Wealth is an independent SEC registered investment advisory firm that specializes in helping tech and biotech professionals and executives transform concentrated equity rewards into diversified tax-efficient long term wealth. A recommended partner for Apple employees and trusted advisor to leaders at the Bay Area’s top technology companies, we combine deep expertise in RSUs, ISOs, ESPPs, and stock options with integrated financial planning services. Whether you're an executive managing rewards for tax efficiency, a professional seeking a cohesive long-term wealth strategy, or a founder preparing to exit, our strategic guidance ensures every financial decision aligns with your life goals. As fee-only fiduciaries are legally obligated to act solely in your best interest. Our role is to help you maximize the wealth you’ve built while minimizing tax exposure. With exclusive access to private investments, advanced planning tools, and tax-conscious wealth strategies, our services go beyond traditional financial advising to meet the increasingly complex needs of executives and professionals in the AI, tech, and biotech industries as your career advances. We offer: Tax-Efficient Diversification of Concentrated Stock Positions Executive Compensation Planning Comprehensive Wealth Management for Executives and Professionals Tax-Aware Investing Estate Planning & Wealth Transfer Philanthropic & Impact Investing Advisory Risk Management & Asset Protection
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.