Zheng
Wan
Sierra Pacific Financial Advisors
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About this Advisor
Zheng Wan is a certified financial planner working in Pleasanton, California who has 8 years of industry experience. Wan works at Sierra Pacific Financial Advisors. They have spent all of their employment at Sierra Pacific Financial Advisors. Wan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Sierra Pacific Financial Advisors is an advisory firm that has its headquarters in Pleasanton, CA. The company has offices in two locations and just four employees. It has $127 million in assets between its 307 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 307 client accounts, 58% are held by high-net-worth clients who have greater than $1 million in assets. Sierra Pacific Financial Advisors has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types billed by Sierra Pacific Financial Advisors likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sierra Pacific Financial Advisors Brokerage Details
$126,781,000
4
307
$412,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Zheng Wan Work History
Zheng has been registered as a financial advisor for 8 years.*
Sierra Pacific Financial Advisors, LLC
*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 Zheng Wan 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 Pacific Financial Advisors
Pleasanton, CA
Pleasanton, 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.
