Janet Wan

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About Janet Wan

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 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.

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General Information

Firm Start Year

2005

No. of Employees

CRD#

4537792

Firm CRD#

131738

Name of Custodial Firm

TD Ameritrade/Charles Schwab

States Licensed in

Work Experience

Starting out as a financial analyst, Janet discovered early on that she preferred personal finance over a Wall Street career. After more than 25 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.

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Foreign Languages Serviced

English, Mandarin

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CPFA

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

over $100m

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets, Flat Fee

Education

Bachelors of Science - Finance and International Business

University of Maryland Robert H. Smith School of Business
1992 -1996

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889284/paladinregistry-Sierra-Pacific-Financial-Advisors-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Sierra Pacific Financial Advisors