Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors (CRD# 131738) is a financial advisory firm headquartered in Pleasanton, CA. They manage $162,130,000 in 358 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7077 Koll Center Parkway, Suite 120, Pleasanton, CA 94566
http://www.sierrapfa.com
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $452,877
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sierra Pacific Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Zheng Wan, financial advisor Pleasanton CA
Zheng Wan
CRD#: 4537792
7077 Koll Center Parkway, Suite 120, Pleasanton, CA 94566

Zheng Wan (CRD# 4537792) is an Investment Advisor Representative working at Sierra Pacific Financial Advisors in Pleasanton, CA and has over 22 years of experience in the finance industry.

2
Daniel Goodman, financial advisor Pleasanton CA
Daniel T. Goodman
CRD#: 6167970
7077 Koll Center Parkway, Suite 120, Pleasanton, CA 94566

Daniel Goodman (CRD# 6167970) is an Investment Advisor Representative working at Sierra Pacific Financial Advisors in Pleasanton, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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