Mission and Value

Sierra Pacific Financial Advisors, LLC (SPFA) is an independent, fee-only financial advisory firm providing comprehensive financial planning and personalized wealth management services. With offices in Pleasanton, Oakland, and Cupertino, we are conveniently located to clients throughout the California bay area.

Our Mission:
At Sierra Pacific Financial Advisors, LLC, we have one visionary goal in mind: to help clients achieve the financial well-being they desire for themselves and their family by fostering a strong relationship based on understanding and respect. With this foundation, we partner as a trusted financial advisor with our clients to manage, grow and preserve their wealth. We put their needs first, act with integrity and honesty, and strive for excellence in every facet of our practice.

Our Values:
Objective Advice: We develop objective financial plans for our clients by learning about their goals, unique circumstance, risk tolerance level, and how decisions impact heirs and other beneficiaries. Our transparent fee-only compensation structure allows us to avoid conflicts of interest.

Integrated Planning: We believe our success is not just measured by performance statistics but by our clients' success in achieving their goals. We recognize that wealth management is a process that changes throughout our clients' lives. Our integrated financial solutions are designed to help our clients achieve their goals through a holistic planning and management process.

Dedication to Excellence: We deliver exceptional financial planning and wealth management services with personal attention. A sophisticated, industry-leading wealth management system and a disciplined, time-proven process allow us to help our clients meet their financial objectives. Commitment to professional and personal growth keeps our staff educated about the state-of-the-art financial theories and practices.

Uncommon Passion: At Sierra Pacific Financial Advisors, LLC, we are passionate about helping everyone to live a better life. We believe in actively giving back to our community through sponsorship and involvement in community activities
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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.