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Janet Z. Wan, CFP®

Sierra Pacific Financial Advisors

39899 Balentine Dr
Suite 200
Newark, CA 94560
Phone: (510) 438-6878
Fax: (510) 438-6877

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.