Our Team

Personalized wealth management process rooted in a team effort allows you to focus on your overall financial well-being. Our team with over 80 years of experience, consisting of Certified Financial Planner, CPA and Attorney, provides integrated financial planning and investment management solutions at "One-Stop-Shop" to meet your needs in all aspects of your financial life.




Janet Z. Wan, CFP®, President
 
Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA). She oversees operations, client relations, business development and strategic planning for SPFA. She has over 20 years experience in personal finance and asset management, and has been providing comprehensive financial planning and wealth management services to families, professionals, corporate executives and business owners since 1997.

Prior to establishing SPFA, Janet served as a family financial advisor at Freed & Myers Wealth Management, Inc., in Chevy Chase, Maryland, one of the top wealth management firms in the United States, as ranked by Bloomberg Wealth Manager magazine. She also worked at Cambridge Associates LLC, a worldwide investment-consulting firm, where she provided high-quality, independent research and analysis to institutional investors and private clients.

Janet has been actively involved in several national and local professional associations and community service organizations. She is a member of the Financial Planning Association, and the National Association of Personal Financial Advisors (NAPFA). Janet has appeared numerous times as a guest speaker on KTSF TV26 Talk Tonight show to speak about the value of financial planning. She has also been quoted in the Wall Street Journal, Investment News, Dowjones.com and The Street.com on various financial topics. Janet received her Bachelor of Science Degree in Finance and International Business from the Robert H. Smith School of Business, University of Maryland. She is fluent in both English and Mandarin.

Janet has great passion to help the people and the community she lives in. She served on the board of Gale Ranch Home Association in San Ramon. She proudly volunteers in various programs through the FPA of Silicon Valley Chapter to provide free financial consultation to the under-served people. With her international background, Janet enjoys traveling around the globe to learn different cultures, history, and architecture. In her spare time, Janet likes to play golf, take Zumba classes, and ski in Lake Tahoe.




Glen Jones, CFP®, Director of Financial Planning


Glen has extensive experience in developing comprehensive plans that address all the facets of financial planning, including retirement, investment, tax, estate and risk management / insurance. His planning methodology is based on considering the interdependencies between all the elements of a client’s financial status and goals in order to create a viable financial strategy.


Prior to joining SPFA, Glen was a senior product manager at Fiserv where he was responsible for product definition, planning, implementation and deployment of a stochastic financial analysis solution which was successfully launched by a Fortune 500 financial services company, and is currently utilized by over 700 financial advisors.  Glen also worked as the Director of the Financial Planning Unit at SGC Financial where he managed the investment and financial planning activities of the firm and delivered numerous comprehensive financial plans, analyses, recommendations and implementation strategies.


Glen is a member of the National Association of Personal Financial Advisors (NAPFA). He holds a graduate certificate in Financial Planning from University of California, Berkeley, an MBA in Finance from California State University, East Bay, and a BS in Electrical Engineering from California State University, Long Beach.

 

In his spare time, Glen enjoys bicycle riding, skiing and kayaking.  He also enjoys attending sporting events including Stanford football and his daughter's soccer games.



Amanda Galvao, Financial Associate

Amanda is currently pursuing her Bachelors of Science degree in Business Administration focusing in Finance at California State University, Easy Bay. Her goal, once she graduates this fall, is to become a certified financial advisor. She hopes to assist SPFA in their goal to help clients achieve their financial well-being by managing, growing, and preserving their wealth.

Amanda is a financial associate at SPFA where she manages customer service relations, office operations, and social media marketing. 

During her four years at California State University, East Bay, Amanda served as a student ambassador to represent the school at multiple college fairs and to give campus tours to prospective students. She also worked as a student assistant to the registrar office. When she was not studying or working, Amanda volunteered as treasurer for her sorority and represented her chapter at conferences around the nation.  She also helped her community by cleaning roads with Adopt-a-Block and building play houses for children with Habitat for Humanity.

In her free time, Amanda enjoys going to the gym and spending quality time with her friends and family.   


Ron Augustinsky, Esq., Certified Family Law Specialist

Ron Augustinsky received his B.A. from Columbia University and his J.D. from UCLA School of Law.  He has been practicing law in California for more than 27 years, and has been the principal of his law practice for the past 23 years.  Ron has been a Certified Family Law Specialist (State Bar of California Board of Legal Specialization) for more than 14 years.  Ron focuses his practice on the areas of family law mediation, family law litigation, and estate planning.

Ron’s approach is always to strive to achieve the best and most cost-effective results for his clients.

In his spare time, Ron enjoys spending time with his family, golf, and music.  Ron is a multi-instrumentalist and singer and has been singing and performing on multiple instruments with rock-n-roll, country, bluegrass and Cajun bands in the East Bay for more than 20 years.  Ron currently plays electric guitar and fiddle with the Pleasanton-based country band The Catfish Boys.
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7077 Koll Center Pkwy #120 Pleasanton, CA 
Phone: (925) 223-8868
Email: info@sierrapfa.com

All written content on this website is for informational purposes only. The information and opinions are provided by Sierra Pacific Financial Advisors, LLC (SPFA) and are subject to change without notice. While SPFA takes reasonable efforts to obtain information from sources that it believes to be reliable, but SPFA doesn't guarantee its accuracy or completeness.
 
Nothing on this site should be construed as a solicitation or offer to acquire or dispose of any investment advisory services. Fee-only financial planning and investment advisory services are offered through Sierra Pacific Financial Advisors, LLC, a Registered Investment Advisor in the state of California.

Any links to other sites are merely provided to the user of the SPFA website for convenience and informational purposes. None of the website links should be interpreted as referrals or endorsements from SPFA. The user in password-protected areas of Client Center, is responsible for any use of the password and for maintaining its confidentiality.


This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.