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Reviews for Sierra Pacific Financial Advisors, LLC

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  • August 2023

    We recently started working with SPFA on managing our investment portfolio after an initial financial planning session. The team, lead by Janet, is professional and takes time to understand your needs and investment philosophy. The planning was thorough and included multiple scenarios, which were well thought through. Janet's team is prompt and thorough in its work and I'm expecting my portfolio to do well and thrive in the years to come under her stewardship.

  • September 2022

    Janet and her team at Sierra Pacific Financial Advisors have been our trusted financial advisors for over 4 years now. We really appreciate having them in our corner. Financial planning: our journey started with a few thorough and honest financial planning sessions with Glenn. He helped us put everything in perspective based on our financial goals and outlined a range of options forward for us. Investments: Janet then turned our financial goals into investment advice. She's approachable, patient, and experienced. We definitely threw a few curve balls her way but she's able to handle everything while instilling trust in us and collaboration with us. She sets... read full review

  • June 2022

    My husband and I have been clients of Janet for many years and will be forever grateful for her intelligent, sound, and practical advice regarding our financial portfolio. She really listens to her clients and is always flexible and easily available for any questions! The same goes for her team!

  • Sierra Pacific Financial Advisors, LLC

    1300 Clay St Ste 600, Oakland

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