Janet  Wan

Janet Wan

| CFP®

Sierra Pacific Financial Advisors, LLC

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

Specialties

  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Planning for Business Owners
  • High Net-Worth Clients
  • Women's Financial Issues
  • Divorce Financial Planning
  • Advising Medical Professionals
  • 401(K) & 403(b) Planning
  • Defined Benefits Planning
  • RSUs and Stock Options

Our Other NAPFA Members

Visit Us

7077 Koll Center Pkwy
Suite 120
Pleasanton, CA 94566

19925 Stevens Creek Blvd
Suite 100
Cupertino, CA 95014

1300 Clay Street
Suite 600
Oakland, CA 94612

Janet Wan 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?

Janet Wan is the founder and president of Sierra Pacific Financial Advisors, LLC (SPFA). She has advised families, women, professionals, corporate executives and business owners for over 20 years.

Her understanding of complex financial transactions, combined with an integrated planning process that considers individual objectives and unique circumstances, has enabled her to serve as an effective chief financial officer. Janet has appeared as a guest speaker on KTSF TV26 Talk Tonight show to speak about the value of financial planning, and she has been quotes in the Investment News, Dowjones.com and The Street.com on various financial topics.  

Prior to establishing SPFA, Janet served as a family financial advisor at Freed & Myers Wealth Management, Inc., in Chevy Chase, Maryland, one of the top wealth management firms in the United States, as ranked by Bloomberg Wealth Manager magazine. She also worked at Cambridge Associates LLC, a worldwide investment-consulting firm, where she provided high-quality, independent research and analysis to institutional investors and private clients.

In her spare time, Janet likes to play golf and take Zumba classes.