Investment Management

Secure Your Financial Future 
"The future is not a gift – it is an achievement" – Harry Lauder 

Today's financial world is extremely complex. An overflow of investment information can sometimes confuse your decision-making and derail the focus of your priorities.  Managing your assets requires a significant amount of time, knowledge, and resources.

At Sierra Pacific Financial Advisors, LLC, we understand your assets represent many years of your hard work and savings. By following a systematic, disciplined approach, we help you build and protect your wealth.  You benefit from prudent investment management services that save you time and significantly reduce investing oversights caused by human emotions.

Our investment management process includes: 
  • Review of your short-term and long-term financial objectives to understand your investment time horizon, risk tolerance and liquidity needs.
  • Detailed evaluation of your current portfolio
  • Creation of your Investment Policy Statement and your portfolio, designed around your unique needs and tax situation
  • Development of investment recommendations with a high probability of goal achievement
  • Continuous supervision of market fundamentals with the rebalancing of your portfolio, according to the changes in economic environment and your specific circumstances
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7077 Koll Center Pkwy #120 Pleasanton, CA 
Phone: (925) 223-8868

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.