Glen  Jones

Glen Jones

| CFP®

Sierra Pacific Financial Advisors, LLC

(925) 223-8868

Contact Me

www.sierrapfa.com

Fee Only Financial Planning and Investment Management with offices in Pleasanton, Cupertino, and Oakland. Serving the entire San Francisco Bay Area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

Visit Us

7077 Koll Center Pkwy
Ste 120
Pleasanton, CA 94566

19925 Stevens Creek Blvd
Suite 100
Cupertino, CA 95014

1300 Clay Street
Suite 600
Oakland, CA 94612

Glen Jones is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Glen has extensive experience in developing comprehensive plans that address all the facets of financial planning, including retirement, investment, tax, estate and risk management / insurance. His planning methodology is based on considering the interdependencies between all the elements of a client’s financial status and goals in order to create a viable financial strategy.

Prior to joining SPFA, Glen was a senior product manager at Fiserv where he was responsible for product definition, planning, implementation and deployment of a stochastic financial analysis solution which was successfully launched by a Fortune 500 financial services company, and is currently utilized by over 700 financial advisors.  Glen also worked as the Director of the Financial Planning Unit at SGC Financial where he managed the investment and financial planning activities of the firm and delivered numerous comprehensive financial plans, analyses, recommendations and implementation strategies.

Glen is a member of the National Association of Personal Financial Advisors (NAPFA). He holds a graduate certificate in Financial Planning from University of California, Berkeley, an MBA in Finance from California State University, East Bay, and a BS in Electrical Engineering from California State University, Long Beach.

In his spare time, Glen enjoys bicycle riding, skiing and kayaking.  He also enjoys attending sporting events including Stanford football and his daughter's soccer games.