Summary
Sierra Pacific Financial Advisors
Description
Sierra Pacific Financial Advisors, LLC is a fee-only financial planning and investment management firm with offices in Pleasanton, Cupertino and Oakland, CA, providing objective financial solutions for business owners, corporate executives, professiona...
Strengths
- Sierra Pacific Financial Advisors has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since Sierra Pacific Financial Advisors was founded, the company has grown faster than the industry average
Annual Revenue
Sierra Pacific Financial Advisors's annual revenue
$1897000
Based on Kona Equity data
-
Revenue per employee
$379400
-
Annual revenue growth since founding
$99842
Employee Count
5 employees
Executives
Janet Wan
President & Senior Retirement Plan Advisor
j**@sierrapfa.comDaniel Goodman
Wealth Advisor
d**@sierrapfa.comJennifer Marino
Manager, Client Relations & Operations
j**@sierrapfa.comMarissa Christensen
Manager, Client Relations & Operations
m**@sierrapfa.comYun Messina
Financial Planning Associate & Wealth Advisor
y**@sierrapfa.comChristina Kuper
Manager, Operations
c**@sierrapfa.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Sierra Pacific Financial Advisors
- Category: Professional training & coaching
- Industry: Financial consultant
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data G Score of 3 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Sierra Pacific Financial Advisors's headquarters are located at 7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566.
Sierra Pacific Financial Advisors's official website is sierrapfa.com
Sierra Pacific Financial Advisors's annual revenue is $1.9 M.
Sierra Pacific Financial Advisors's SIC: 62; 628
Sierra Pacific Financial Advisors's NAICS: 52; 523.
Sierra Pacific Financial Advisors has 5 employees
Sierra Pacific Financial Advisors is in the industry of Professional training & coaching.
