Sierra Pacific Private Wealth, LLC Company Profile, Contacts & Intelligence

Financial ServicesBernal Corporate Park, 7077 Koll Center Pkwy.7 employeesABOVEFounded 2005
2 contacts with email or phone data2 with email data1 with phone data
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Employees
7
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 2 visible contacts

Sierra Pacific Private Wealth, LLC Overview

About Us: At Sierra Pacific Private Wealth, we believe financial success goes beyond numbers—it’s about empowering lives, creating opportunities, and building lasting legacies. Our mission is clear: to deliver tailored financial strategies that help driven professionals achieve their unique vision of success. With expertise shaped by years of experience, we specialize in meeting the complex needs of professionals in the dynamic AI, tech, and biotech industries. From maximizing equity rewards to crafting tax-efficient strategies and building multigenerational wealth, our solutions are precise and personalized. Every financial journey is unique, and so is our approach to helping you succeed. Disclosures: Sierra Pacific Private Wealth, LLC ("SPPW") is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). The content shared on this page is for informational purposes only and should not be construed as a solicitation or offer to acquire or dispose of any investment advisory services. Investors should determine for themselves whether a particular service or product is suitable for their investment needs. Nothing on this page constitutes individual advice, a recommendation, or an offer to buy any specific investment, product or service. All investing involves risk, including the possible loss of principal. The information and opinions are provided by SPPW and are subject to change without notice. While SPPW takes reasonable efforts to obtain information from sources that it believes to be reliable, SPPW doesn't guarantee its accuracy or completeness.

Headquarters
Bernal Corporate Park, 7077 Koll Center Pkwy.
Website
www.sierrapacificpw.com
Industry
Financial Services
Founded
2005
Stock Symbol
ABOVE
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Wealth Management Investment Management Executive Compensation Planning Concentrated Stock Diversification Personal Financial Planning Tax-Aware Investing Estate Planning Wealth Transfer Philanthropic Investing Woman's Finance Fee-Only Fiduciary

Sierra Pacific Private Wealth, LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 1 with phone data in the visible sample.

Sierra Pacific Private Wealth, LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

K
Kirk Chan
Business Professional with Cross-industry Background in Client Engagement, Business Development, Proposal Management (rfp/rfq), Alliances, Strategy
E
J
Janet Wan
Wealth Advisor for Professionals Working in IT & Biotech Industries - Specialist on Diversification & Exercising Strategy for Stock Options, Rsus
EP

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