Sherpa Financial Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Now that you've reached your next level of success, you need solutions.  Life and finances are more complicated and you know there is more you should consider but you don't know where to start. There is a lot going on with your finances and you need help understanding the big picture.

Through The Sherpa Expedition we work collaboratively with other professional advisors - including attorneys, CPAs and insurance specialists – and together we consider all aspects of your financial affairs across seven inter-dependent life dimensions as we discuss areas such as your social relationships, family structure and dynamics, emotional health, hobbies, future income potential, businesses or real estate you own, tax/estate/insurance concerns and desire to make an impact with your time and money. This coordination is an important, though frequently overlooked, component to achieving financial success and is what can make working with Sherpa unique and more effective. 

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Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory services offered through Strategic Blueprint LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Sherpa Financial Advisors. Investments in securities involve risk, including the potential loss of principal invested.

Investments in securities involve risk, including the potential loss of principal invested.

We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.

reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.

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