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Donald D
CFP®
Oakhurst, CA
Sierra Asset Management
Donald Debernardi Jr. is a CFP® professional with 21 years of experience in financial advising. He has been with Sierra Asset Management since 2001, where he operates as the firm's sole advisor. Sierra Asset Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, pension and profit-sharing plans, charities, corporations, and trusts. The firm emphasizes a long-term, asset-allocation investment approach combining fundamental, technical, and qualitative analysis, and manages most client assets on a discretionary basis.
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