SIERRA PACIFIC FINANCIAL ADVISORS - Key Persons

Job Titles:

• SPFA As the Director of Financial Planning and Wealth Advisor

Daniel joined SPFA as the director of financial planning and wealth advisor. He utilizes his experience and background to develop holistic financial plans, including savings, retirement planning, stock equity strategy, college funding, tax planning and risk mitigation/insurance need analysis. Daniel listens to client's goals and ideals, and creates sound strategies to meet their objectives from estate tax management, legacy planning to charitable gifting. Daniel has over 20 years in financial planning for both corporate and individual clients. He enjoys combining his extensive knowledge of financial planning and presentation skills to help clients engage and implement their plans. Prior to joining SPFA, Daniel: Served as a Director of Planning and Investment Operations with a Financial Times 400 Wealth Advisor Team at Northwestern Mutual. Owned and operated his own small business in Livermore for over 8 years. Earned and holds the following degrees and certifications: Certified Financial Planner ® Charted Life Underwriter M.B.A (Concentration in Investment Management and Quantitative Decision Methods), Santa Clara University B.A. Economics (dual minor in Finance and Humanities), San Jose State University Member of the National Association of Personal Financial Advisors (NAPFA) Being a part of the team at SPFA, Daniel enjoys meeting clients, finding out what drives them and discovering their "why". He appreciates the holistic approach and advanced planning techniques adopted at SPFA to develop a custom financial plan that helps clients realize their objectives. Daniel grew up in Santa Fe, New Mexico and moved to California shortly after graduating high school. Daniel, his wife Holly and their three daughters live in Livermore. They all enjoy gardening and spend many weekends at a family cabin in North Lake Tahoe. Daniel and Holly also volunteer at their local church.

Job Titles:

• Financial Operations Associate

Jacob joined SPFA as the financial operations associate. He specializes in client relations and all aspects of investment operations functions. He is the primary contact at SPFA for account servicing requests and operation processes. Being a part of the team, Jacob's main responsibilities include tending to the needs of clients enhancing their overall experience with SPFA, producing quarterly investment reports, and managing billing systems. Jacob's deep passion for personal finance prompted him to study and receive his Business Administration, B.S.: Finance Concentration from California State University East Bay in Hayward, California where he attended all four years. Jacob grew up in Dublin where he played football for the Gaels during all four years of high school. He simultaneously maintained academic excellence and was awarded various academic recognitions, such as principal's honor roll and scholar-athlete titles. Outside of work, Jacob enjoys spending time with his family, playing basketball, and traveling.

Job Titles:

• Founder
• President & Senior Retirement Plan Advisor

Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA), an independent fee-only Register Investment Advisory (RIA) that focuses on financial planning, wealth management and corporate retirement planning. Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA), an independent fee-only Registered Investment Advisor (RIA) that focuses on financial planning, wealth management and corporate retirement planning. Janet oversees operations, client relations, business development and strategic planning for SPFA. She leads the investment committee at SPFA to define comprehensive planning strategies and sophisticated investment solutions for clients. She is also responsible for advanced employer retirement planning for small-to-mid size companies. Starting out as a financial analyst, Janet discovered early on that she preferred personal finance over a Wall Street career. After more than 20 years of working in financial planning and wealth management services, Janet is still passionate about building personal relationships with clients and helping them achieve their definition of success. She measures her own success by her clients' ability to accomplish their financial goals. Prior to founding SPFA in 2005, Janet: Served as a financial advisor at Freed & Myers Wealth Management, Inc in Chevy Chase, Maryland, one of top wealth management firms in the United States, as ranked by Bloomberg Wealth Manager Magazine Served as a financial associate at Cambridge Associates LLC, a worldwide investment-consulting firm Earned the following degrees and designations: Certified Financial Planner™ designation, Certified Financial Planner Professional Program - College for Financial Planning B.S. Finance and International Business - University of Maryland Robert H. Smith School of Business Janet has been actively involved in several national and local professional associations. She is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the National Association of Plan Advisors (NAPA), Women in Pension Network (WiPN), and California Society of CPAs (CalCPA). Janet has been featured numerous times as a guest speaker on KTSF TV26 Talk Tonight show to speak about the value of financial planning. She has also been quoted in The Wall Street Journal, Investment News, Dowjones.com and The Street.com on various financial topics. Being a part of the dynamic and professional team at SPFA, Janet appreciates the team efforts of her dedicated and talented colleagues who deliver a high-level standard of financial services with their personal commitment. Janet is an avid golfer. When she has spare time on weekends, she squeezes in a few hours to golf with members at Blackhawk Country Club. She also enjoys taking Zumba classes in the gym, skiing in Lake Tahoe, and traveling around the globe to explore different cultures, history and architecture.

Job Titles:

• Client Engagement Manager

Kirk joined SPFA covering client engagement for the firm. Kirk's passion is connecting with clients on a personal level to avail to them the best guidance and resources to realize their ideal financial futures. A veteran of the software industry, he came to SPFA to best direct his own retirement investments toward local Bay Area financial experts, and strives to help others achieve similar success.

Job Titles:

• Financial Planner, Wealth Advisor

Yun is passionate about helping people managing financial resources fruitfully and purposefully as an entrusted financial steward. She joined SPFA as a wealth advisor to fulfill her passion. Yun is passionate about helping individuals manage their financial resources fruitfully and purposefully as an entrusted financial steward. She joined SPFA as a wealth advisor to fulfill her passion. Yun develops a financial roadmap which considers individual objectives, income requirements, unique needs and tax situations to help people achieve their life purpose. She has years of work experience and knowledge in institutional investment management.