Sierra Financial Advisory

Sierra Financial Advisory (CRD# 130934) is a financial advisory firm headquartered in Grass Valley, CA. They manage $51,798,000 in 364 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sierra Financial Advisory
Showing 1 - 1 of 1 top financial advisors.
Joseph Tomkiewicz
CRD#: 3162964
18940 Norlene Way, Grass Valley, CA 95959

Joseph Tomkiewicz (CRD# 3162964) is an Investment Advisor Representative working at Sierra Financial Advisory in Grass Valley, CA and has over 17 years of experience in the finance industry. Joseph Tomkiewicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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