A complete list of active advisors currently associated with Sierra Financial Planning & Asset Management
Warmer can help you find a great advisor at Sierra Financial Planning & Asset Management or one who fits your needs even better.
Sierra Financial Planning & Asset Management provides financial planning and asset management services to individual clients. The firm operates as a solo-advisor practice and delivers comprehensive written financial plans alongside ongoing portfolio oversight. Its investment process emphasizes globally diversified, indexed-based allocations implemented with a buy-and-hold discipline, periodic rebalancing, and tax-loss harvesting as appropriate. The firm manages client accounts on a primarily non-discretionary basis and does not execute transactions without the client's express written or electronic authorization. Noteworthy features relative to peers include that the majority of the firm’s AUM is managed non-discretionarily and fees are negotiated as flat or hourly arrangements rather than as percentage-of-AUM charges. The firm’s principal holds both CFP and CPA credentials, uses Charles Schwab Institutional for custody and reporting, and may engage solicitors under written referral agreements.
To learn more about the advisors currently working at Sierra Financial Planning & Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Roseville, CA
| 23
|
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