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

Address: 7077 Koll Center Pkwy #120, Pleasanton, CA 94566, United States.
Phone: 9252238868.
Website: sierrapfa.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm

☎️9252238868

⏰ Open Hours of Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm

Monday: 9 AM–5:30 PM
Tuesday: 9 AM–5:30 PM
Wednesday: 9 AM–5:30 PM
Thursday: 9 AM–5:30 PM
Friday: 9 AM–5:30 PM
Saturday: 10 AM–2 AM
Sunday: Closed

About Sierra Pacific Financial Advisors, LLC

Sierra Pacific Financial Advisors, LLC, located at 7077 Koll Center Pkwy #120, Pleasanton, CA 94566, United States, stands out as a premier fee-only financial advisory firm. Clients seeking expert financial consultancy and planning should definitely consider reaching out to this esteemed institution. Their commitment to providing financial consulting and financial planning services is evident in their detailed approach and client-centric philosophy.

Key Features and Accessibility

The firm is easily accessible, ensuring a comfortable experience for all clients. With wheelchair-accessible parking, entrance, and toilet facilities, Sierra Pacific Financial Advisors has shown its commitment to inclusivity. The office is conveniently located, and the appointment system, although requiring a prior booking, underscores their dedication to personalized service and thorough preparation.

Recommendations and Appointments

While appointments are necessary to ensure a focused consultation, the firm highly recommends scheduling one. This approach guarantees that you'll receive the personalized attention your financial situation deserves. Prepare to engage in a comprehensive discussion about your financial goals, with the firm's team, led by Janet, who is renowned for her professional demeanor and meticulous planning skills.

Opinions and Reviews

Sierra Pacific Financial Advisors boasts an impressive average opinion of 4.8/5 based on 5 reviews on Google My Business. These testimonials speak volumes about the firm's ability to understand and meet clients' needs effectively. Clients appreciate the thoroughness of their planning, which includes multiple insightful scenarios, reflecting the firm's commitment to thoughtful and strategic financial guidance.

Specialties and Services

The firm excels in providing expert financial consulting and financial planning services. Their specialists are dedicated to crafting tailored strategies that align with each client's unique financial goals and philosophies. This personalized approach ensures that every client receives the bespoke advice necessary for achieving long-term financial health and success.

Contacting Sierra Pacific Financial Advisors

For those interested in exploring how Sierra Pacific Financial Advisors can benefit their financial journey, it's recommended to get in touch directly through their website: sierrapfa.com. With a phone number 925-223-8868, potential clients can easily initiate a consultation. Given the importance of appointments, it's advisable to contact them soon to ensure a spot is reserved for your needs.

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

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

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 F.

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.