Sierra Pacific Financial Advisors (SPFA), with several convenient office locations in Newark-Cupertino-Oakland, provides comprehensive financial planning and personalized wealth management services on a fee-only basis. We offer a coordinated approach to financial management that encompasses investment, retirement planning, education funding, tax and estate planning and strategies designed to maximize your family wealth. What makes our firm different from many other advisors is our client-centered approach. We work with you as a team, not as a delegator, and know that the best advice and service we can offer is only achieved through mutual understanding and knowledge. We put your interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our clients are families, professionals, retirees, divorcees, corporate executives, and small business owners.

Ms. Wan is the founder and principal of Sierra Pacific Financial Advisors (SPFA). She has advised families, professionals, corporate executives and business owners for over 14 years. Her understanding of complex financial transactions, combined with an integrated planning process that considers individual objectives, income requirements, investment performance, taxes, impact on heirs and other third party beneficiaries, has enabled her to serve as an effective family CFO.

Prior to establishing SPFA, Ms. Wan was a family financial advisor at Freed & Myers Wealth Management, Inc., in Chevy Chase, Maryland, one of the top wealth management firms in the United States, as ranked by Bloomberg Wealth Manager magazine. She also worked at Cambridge Associates LLC, a worldwide investment-consulting firm, where she provided high-quality, independent research and analysis to institutional investors and private clients.