DT
Daniel T. Goodman Clu®
Director Of Planning & Wealth Advisor at Sierra Pacific Financial Advisors,
View Daniel's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Director Of Planning & Wealth Advisor
2020 - Present · 4 years and 11 months
2013 - 2020 · 7 years
Director Of Planning, Investment Operation & Logistics
2014 - 2020 · 6 years
Associate Financial Representative
2013 - 2020 · 7 years
Company Details
Sierra Pacific Financial Advisors, LLC (SPFA) is a San Francisco Bay-Area Registered Investment Advisory (RIA) firm with offices in Pleasanton, Cupertino and Oakland, California. We are fee-only financial advisors with decades of experience helping clients navigate the complexities of managing their finances. We are a member of the National Association of Personal Financial Advisors (NAPFA) and offer financial planning, investment and corporate retirement planning for individuals, families and corporate clients. Serving as fiduciaries, SPFA provides unbiased investment solutions with a singular focus on serving clients’ best interests. We work closely with clients to design comprehensive, customized plans connecting every aspect of their financial lives to pursue optimum results. At SPFA, our mission is clear: Guide clients to live the life of their dreams through prudent planning and management of their financial resources. SPFA specializes in: Financial Planning: We provide comprehensive and custom financial plans to map a path to reach your financial goals and objectives. Investment Management: We understand your assets represent many years of hard work and savings. By following a systematic, disciplined approach, we help you build and protect your wealth. You benefit from our prudent investment management services with proven success models. Wealth Management: Coordination of every aspect of your financial life and ongoing investment portfolio management. At SPFA, we recognize your complex financial situation and unique needs. Company Retirement Planning: Solutions focusing on helping small business owners navigate the complex arena of corporate retirement planning. We offer a variety of retirement planning solutions to meet your business vision, while taking the burden off your shoulders. For more information about our services and approach, please visit www.sierrapfa.com. We would love to connect if we could help.
Year Founded
2005
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Investment Services
HQ Location
Bernal Corporate Park 7077 Koll Center Pkwy., Suite 120 Pleasanton, CA 94566, US
Keywords
Financial PlanningWealth ManagementStock Options Exercising StrategiesInvestment ServicesTax Planning for Corporate ExecutivesWomen's FinanceCompany 401k PlanningRetirement Planning for business owners
Discover More About Cleveland Clinic

Find verified contacts of Daniel T. Goodman Clu® in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.