Zheng Wan is a CFP® professional with 12 years of industry experience, currently serving at Sierra Pacific Private Wealth, LLC. He has been with Sierra Pacific Financial Advisors, LLC since 2005. Sierra Pacific Private Wealth provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, including high-net-worth clients, and plan sponsors. The firm manages approximately $212.7 million in assets for about 122 clients, offering individualized asset management with regular reviews and rebalancing, and supports plan participant education through seminars and workshops.

Tu Nguyen is a CFP® professional with three years of industry experience. He is currently with Sierra Pacific Private Wealth, LLC and has previously worked at TS Bank, Callahan Financial Planning, CIBC Private Wealth Advisors, Inc., and Boston Private Wealth LLC. Sierra Pacific Private Wealth, LLC provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, families, and plan sponsors. The firm offers tailored portfolio management with continuous account supervision and supports retirement plan participation through participant education and group enrollment meetings.

Jacob Rodriguez is a financial advisor at Sierra Pacific Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has been with Sierra Pacific since 2022. Outside of his advisory role, he serves as president of Papa Fix It, LLC, a handyman business focused on minor household repairs. Sierra Pacific Private Wealth, LLC offers wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, families, and plan sponsors. The firm manages approximately $245.9 million in assets and uses a disciplined investment approach that includes continuous account supervision, regular rebalancing, and periodic reviews tailored to client goals.