Sierra Pacific Private Wealth, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

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.

Find Sierra Pacific Private Wealth, LLC employees' phone numbers or email addresses

Sierra Pacific Private Wealth, LLC Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Sierra Pacific Private Wealth, LLC's Leadership

  • Stylized image of a person
    S. M.
    President | Retirement Planning Advisor
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  • Stylized image of a person
    T. N.
    Wealth Advisor
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  • Stylized image of a person
    B. S.
    Client Associate
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  • Stylized image of a person
    D. G.
    Wealth Advisor
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Sierra Pacific Private Wealth, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Sierra Pacific Private Wealth, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    President | Retirement Planning Advisor
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    T. N.
    Wealth Advisor
    Phone icon
    United StatesIowa
    Nov 19, 2025
  • Stylized image of a person
    B. S.
    Client Associate
    Phone icon
    Bay
    Oct 25, 2025
  • Stylized image of a person
    D. G.
    Wealth Advisor
    Phone icon
    United StatesNew Mexico
    Aug 08, 2025

Frequently Asked Questions

What is Sierra Pacific Private Wealth, LLC known for?

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Sierra Pacific Private Wealth, LLC was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 7077 Koll Center Parkway Suite 120 Pleasanton, California 94566 United States; you can contact the main corporate office by phone at . Explore Sierra Pacific Private Wealth, LLC's company overview page for more information.

What is Sierra Pacific Private Wealth, LLC's most common email format?

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Sierra Pacific Private Wealth, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sierra Pacific Private Wealth, LLC email formats with LeadIQ.

How many employees does Sierra Pacific Private Wealth, LLC have currently?

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Sierra Pacific Private Wealth, LLC has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Sierra Pacific Private Wealth, LLC's key employees and leadership?

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As of February 2026, Sierra Pacific Private Wealth, LLC's key employees include:

  • President | Retirement Planning Advisor: S. M.
  • Wealth Advisor: T. N.
  • Client Associate: B. S.
  • Wealth Advisor: D. G.

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