Sierra Pacific Private Wealth
Sierra Pacific Private Wealth
Pleasanton, CA
Serving Clients Nationwide
Wealth Advisor for Professionals Working in IT & Biotech Industries
4.9 out of 5 Stars
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Primary Advisor Locations
Janet Z. Wan, CFP®, CPFA
Tu Nguyen, CFP®, EA
Sierra Pacific Private Wealth
Video
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Sierra Pacific Private Wealth
At Sierra Pacific Private Wealth, we believe financial success goes beyond numbers—it’s about empowering lives, creating opportunities, and building lasting legacies. Our mission is clear: to deliver tailored financial strategies that help driven professionals achieve their unique vision of success.With expertise shaped by years of experience, we specialize in meeting the complex needs of professionals in the dynamic AI, tech, and biotech industries. From maximizing equity rewards to crafting tax-efficient strategies and building multigenerational wealth, our solutions are precise and personalized. Every financial journey is unique, and so is our approach to helping you succeed.
Our Vision
To become the go-to destination for tech and biotech professionals, executives, and founders seeking financial clarity and empowerment. We strive to raise the standard of wealth management by combining deep industry expertise with a commitment to excellence.
Our Mission
To simplify the complexities of wealth management and address the unique challenges faced by professionals in fast-paced industries. With proactive, tax-efficient, and personalized strategies, we empower our clients to lead, innovate, and build lasting legacies.
Our Core Values
✔️ Integrity First
As fee-only fiduciaries, we are committed to always acting in your best interest.
✔️ Personalized Attention
With years of experience, we’re here to guide you through life’s transitions.
✔️ Innovation at the Core
We leverage cutting-edge strategies and alternative investments to help you stay ahead.
✔️ Long-term Impact
We work with you to secure your wealth and prepare the next generation for stewardship and success.
Your Success Drives Us
Our team is not just experienced but truly dedicated to your best interests. As fee-only fiduciaries, we earn no commissions or kickbacks, ensuring our guidance remains unbiased and focused solely on your success. Our advice is built to help you reach your goals, not to sell investment products.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Living in Retirement
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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Highly recommend!
✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
Sierra Pacific Private Wealth helped us navigate the complexities of diversifying our stock holdings after an IPO while managing taxes, estate planning, real estate, and more. As busy professionals, we appreciated their quick responses, clear guidance, and expertise in helping us make informed decisions. They've helped us save money and avoid costly mistakes. Highly recommend!
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Personalized and professional
✅ Wealthtender Certified Advisor Review™
Mar 18, 2025
Before working with SPPW, I struggled to find time to build an investment portfolio that aligned with my financial needs. SPPW's financial planning and investment advisory services have completely solved this for me. What I love most is the personal touch they provide, unlike the impersonal services of large companies. Their team is responsive, friendly, and conducts regular portfolio reviews, which are incredibly helpful. I highly recommend them for their personalized and professional approach to wealth management.
Relationship to Financial Advisor: Client as of Mar 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Game-changer
✅ Wealthtender Certified Advisor Review™
Nov 28, 2024
Working with Janet and her team has been a game-changer. After struggling with a large brokerage account that lacked personal guidance, I turned to them for the focused attention I needed. Janet's expertise, especially during tough times like the 2008 crash, gave me confidence as she carefully managed my assets. I trust Janet and her team to prioritize my best interests and always be there when I need guidance. If you want a personalized, hands-on approach to managing your finances, they’re the way to go.
Relationship to Financial Advisor: Client as of Nov 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
High-End Tools with Personal Touch
✅ Wealthtender Certified Advisor Review™
Dec 23, 2023
Managing a large portfolio of assets used to take too much of my time, but SPPW has been a game-changer. They are incredibly responsive and take the time to ensure you understand everything you need to know. If you're looking for a smaller financial advisory firm with a personal touch, SPPW is an excellent choice. They combine the high-end tools of Charles Schwab with unmatched availability through calls and email.
Relationship to Financial Advisor: Client as of Dec 23, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 6, 2023
I recently had the pleasure of speaking with Janet Zheng Wan from Sierra Pacific Advisors in my search for financial guidance. While I initially reached out to schedule a consultation, Janet went above and beyond by providing an impromptu phone consultation. Despite my initial intention to schedule a consultation, she offered valuable insights and advice without any expectation of any immediate commitment or compensation. It was evident that her primary focus was on understanding my needs and providing assistance rather than pushing for a quick transaction.
Relationship to Financial Advisor: Client as of Dec 6, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 13, 2023
After being long-term clients of other financial advisors, large and small, my husband and I sought out a local NAPFA firm to gain more personal attention in financial planning as well as portfolio management. When we met with Sierra Pacific Financial Advisors we immediately noticed a difference from other firms we'd worked with and interviewed. They were very thorough and attentive to our particular financial situation and offered plans and strategies that suited our near-term and future needs. As Sierra Pacific Financial Advisors clients we feel confident of our financial future and look forward to their continued guidance during up and down market conditions, through upcoming life changes, and future retirement.
Relationship to Financial Advisor: Client as of Oct 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
4 Stars
✅ Wealthtender Certified Advisor Review™
Aug 3, 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.
Relationship to Financial Advisor: Client as of Aug 3, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 20, 2022
I have been a client for SPFC for several years and Janet Wan is my advisor. I appreciate her promptness every time I need her help and also guide me through the financial ways that I am not familiar with.
Relationship to Financial Advisor: Client as of Jun 20, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 2, 2022
I have been a client of Sierra Pacific Financial Advisors in Pleasanton for several years now and have received extraordinary service. My Personal Finances are critical to my future as well as my children's future. So finding an advisor with whom I could trust was extremely important. Janet and the team at SPFA are knowledgeable, experienced and organized professionals. While being very Responsive and Effective. Feeling in control of your financial future is something you must experience to appreciate. I owe that in large part to SPFA. Thanks to everyone at Sierra Pacific Financial Advisors, I'm now very comfortable with my future finances.
Relationship to Financial Advisor: Client as of Feb 2, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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