Why Choose Us

Sierra Pacific Financial Advisor, LLC (SPFA) is proud of to be a member of two elite organizations:

The Financial Planning Association (FPA) - a leadership and advocacy organization for the heart of financial planning;
The National Association of Personal Financial Advisors (NAPFA) - a leading professional association of Fee-only financial advisors.

Fee-Only: Fee-only means compensation is solely from the fees paid by clients. There are no commissions or third-party influences regarding the planning process and/or recommendations. SPFA is an independent fee-only investment advisory and financial planning firm. We are not employed by any financial institutions, nor do we sell any products for commissions. Our compensation structure allows us to avoid conflicts of interests and provide objective advice with your individual needs in mind at all time. As one of only 2,400 members of NAPFA, we adhere to the industry's most stringent code of ethics, sign and renew the Fiduciary Oath every year.

Fiduciary Standard: As a Registered Investment Advisor, we choose to uphold a fiduciary standard, which means that we always put our clients' interests first and act will prudence; that is, with the skill, care, diligence, and good judgment of a professional. The fiduciary standard differs from the standard that of conventional stock brokers, who only need to show that investments they are selling their clients are "suitable." We believe that by following the fiduciary standard, we better serve our clients. 

No Custody of Your Assets: SPFA does not accept custody of the client's securities. All assets that we manage are held by TD Ameritrade Institutional. We will never ask you to relinquish the control of your assets. We do recommend that you give us "discretionary authority" which allows us to make trades on your behalf, in a timely manner, without having to contact you each time an adjustment is made.

Transparency: We offer a competitive fee structure for services rendered. All Fees are fully disclosed prior to working with us. In addition, being a client of SPFA, you have online access to all your accounts held at TD Ameritrade Institutional. You can see and monitor your account at any time and from any place. Monthly Account Statements are provided by the custodian, and we provide you quarterly reports with more details and supplemental account information.

Quality of Service: At SPFA, we understand that the facts and circumstances of each client differ from each other. We embrace a client-centric process to help you implement strategies that serve your unique needs. We proactively communicate with you on a regular basis. Being a client of SPFA, you will enjoy our trademark services - objective, personalized and integrated wealth management.

Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  Go to Google+  


 
 
 
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.