Janet Z. Wan, CFP®, CPFA
Wealth Advisor for Professionals Working in IT & Biotech Industries
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Serving Clients Nationwide
Wealth Advisor for Professionals Working in IT & Biotech Industries
Areas of Focus
- Alternative Investments
- Employee Stock Options
- Equity Compensation Options
- High Net Worth
- Investment Management
- Multi-Generational Wealth
- Owning a Business
- Retirement Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
About Janet Z. Wan, CFP®, CPFA
Janet Z. Wan, CFP®, is the President and Senior Wealth Advisor at Sierra Pacific Private Wealth, a firm she founded in Silicon Valley in 2004.With over 25 years of experience, Janet blends tax-smart investment strategies, equity compensation planning, and a dedication to personalized financial guidance to serve high-net-worth clients—particularly tech and biotech executives with equity rewards. Her leadership and vision have been key to growing Sierra Pacific into a well-established SEC-registered RIA firm.
Janet began her career as a financial analyst at Cambridge Associates, where she supported institutional clients, including endowments. Realizing her passion for working directly with individuals, she transitioned to serving high-net-worth clients at Freed & Myers. Her interest in capital markets, which began in high school, has evolved into a lifelong mission to make a personal impact as a financial planner. Today, she focuses on strategic planning, leading the firm’s investment committee, and designing tailored wealth solutions.
Outside of her professional life, Janet is deeply connected to her community in San Ramon and supports causes like education and empowerment. When she’s not advising clients, you’ll find her golfing at Blackhawk Country Club, enjoying Zumba classes, traveling, or exploring new cultures.
Q&A with Janet Wan
What do you enjoy most about life in the Bay Area?
The diversity and vibrant culture of this area, along with the incredible opportunities to network and connect with forward-thinking individuals, make living here so fulfilling.
What has been most rewarding about your work?
Building long-term relationships with clients and being part of their life journeys—celebrating milestones, navigating challenges, and helping them achieve their goals—is the most rewarding part of my career.
What is your ultimate dream?
To continue leading Sierra Pacific Private Wealth as the premier destination for professionals and executives with equity rewards seeking fee-only wealth management services. After retirement, I dream of spending a few months each year sailing and golfing at world-renowned courses.”
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Plan Fiduciary Advisor (CPFA)
Affiliations
- Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
7077 Koll Center Parkway, Suite 120, Pleasanton, CA 94566
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to reach out or schedule an introductory call. We look forward to speaking with you.Offers Investment Management
Yes
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.
Education
University of Maryland, BS, Finance, International Business
Hobbies and Interests
- Family
- Golf
- Sailing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Living in Retirement
- Technology Professionals
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