Strategic Alliances

You benefit from skilled industry expertise through the strategic alliances that Sierra Pacific Financial Advisors , LLC (SPFA) has established with nationally-recognized financial and investment companies.

TD Ameritrade Institutional
, a division of TD Ameritrade, Inc.(Nasdaq: AMTD) with over 30 year history of providing securities brokerage services, works exclusively with independent advisors to offer innovative solutions in account management. With its low-cost transactions and sophisticated institutional trading platform, TD Ameritrade offers you the best execution opportunities. Its dedicated institutional client services team and state-of-the-art technology lets you enjoy privileges including smooth account transfers, convenient cash management tools, secured account protection, and 24-hour online account access. 

Envestnet, Inc
. (NYSE: ENV) is a leading provider of innovative wealth advisory solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. Envestnet is headquartered in Chicago and oversees more than $316 billion assets. Our strategic partnership with Envestnet enables us to offer you cutting-edge web-based wealth management tools and efficient back office support. It also gives you access to institutional-caliber investment managers at an affordable price through its Managed Account Services.

Professional Capital Services, LLC
(PCS) provides sophisticated retirement programs for the corporate, professional and governmental market. PCS specializes in creating customized 401(k) plans, both ERISA and non-ERISA 403(b) plans, 457(b) and (f) plans, profit sharing arrangements and executive-level non-qualified deferred compensation programs. For the 5th year in a row, PCS was ranked as one of the fastest-growing, privately-held businesses by the Inc. 5000. With superior customer service and a robust online account management platform, PCS offers a sophisticated unbundled retirement program tailored to the needs of your company. Our strategic partnership with PCS enables us to help you fully achieve your retirement planning objectives at a lower cost than is available through a standardized bundled service.
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7077 Koll Center Pkwy #120 Pleasanton, CA 
Phone: (925) 223-8868

All written content on this website is for informational purposes only. The information and opinions are provided by Sierra Pacific Financial Advisors, LLC (SPFA) and are subject to change without notice. While SPFA takes reasonable efforts to obtain information from sources that it believes to be reliable, but SPFA doesn't guarantee its accuracy or completeness.
Nothing on this site should be construed as a solicitation or offer to acquire or dispose of any investment advisory services. Fee-only financial planning and investment advisory services are offered through Sierra Pacific Financial Advisors, LLC, a Registered Investment Advisor in the state of California.

Any links to other sites are merely provided to the user of the SPFA website for convenience and informational purposes. None of the website links should be interpreted as referrals or endorsements from SPFA. The user in password-protected areas of Client Center, is responsible for any use of the password and for maintaining its confidentiality.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.