Donald
Debernardi
Sierra Asset Management
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About this Advisor
Donald Debernardi is a certified financial planner operating in Oakhurst, California with a total of 18 years of industry experience. Debernardi is an employee of Sierra Asset Management. They have spent the entirety of their employment at Sierra Asset Management. Debernardi is approved to serve investors in California and Texas. Sierra Asset Management is a company based out of Oakhurst, CA. It manages $273 million in total assets across its 1,462 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 1,462 accounts, just 9% are held by high-net-worth clients who have at least $1 million in investable assets. The business provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on the services offered. Fees billed by Sierra Asset Management likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sierra Asset Management Brokerage Details
$273,164,966
3
1,462
$186,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Donald Debernardi Work History
Donald has been registered as a financial advisor for 18 years.*
Sierra Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Debernardi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sierra Asset Management
Oakhurst, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
