Experienced Financial Planner / Wealth Advisor
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About The Position
Sierra Pacific Financial Advisors (SPFA) is a fast-growing SEC registered investment advisory firm (RIA) based in Pleasanton, CA. We specialize in providing comprehensive financial planning and tax-efficient investment management for executives and professionals in the IT and biotech industries. Our firm is built on the belief that everyone has the potential to achieve their defined success. We develop tailored financial strategies to help our clients optimize wealth so they can maximize their lives. As a member of the SPFA team, this role has a direct impact on the lives of clients. The successful candidate will work on various analysis & planning projects and deepen relationships by delivering exceptional client experience. Potential career path to be a partner in the firm.
