Unbiased Financial Advice from a Fee-Only Fiduciary
Do you lack the TIME, ENERGY & SKILL to avoid costly financial mistakes? Do you want to make sure you will be ready for retirement? Let's connect for a no-obligation call to see if we can help you and your family get organized and on the right track.
If you have ever asked yourself any of the following questions, WE CAN HELP!!
How is Sierra Wealth Strategies different from other Wealth Advisors?
We are compensated by the most transparent means in the industry, Fee-Only. We DO NOT charge commissions, EVER.
As Fiduciaries, we are required, by law, to act in the best interest of YOU, ALL times.
We are happy to connect virtually, in our San Diego office, for coffee, or for a hike at one of San Diego's amazing trails.
We are passionate about our Pro-Bono and volunteer work. Also, we have pledged 1% of firm revenue through the "1% for the Planet" initiative.
We offer environmentally responsible and ESG portfolios while utilizing low-cost fund strategies.
We align with trusted professionals to help streamline your Tax Preparation and estate planning needs.
We are in your corner for all of your life's most important decisions. We take pride in being your first financial point of contact.
Accountant, Mortgage Broker, Attorney, or Insurance agent. We are happy to work in concert with anyone on your team.
We are committed to decreasing our carbon footprint as a business and continue to find ways to make Sierra Wealth Strategies more environmentally friendly.
We help bring order to your financial life and create a plan to help you follow through on your financial commitments.
We work with you to anticipate your life transitions and create impartial solutions to your financial concerns.
We are happy to spend as much time as needed so you understand all aspects of your financial situation.
Our Services
Schedule a No-obligation free Consultation
Enjoy your best life and focus on what is most important to you, without the hassle of managing the complexity of your own finances
Environmentally-Responsible Investing
Is your portfolio environmentally-responsible? Is it aligned with your values? Click below to schedule a quick call to discuss what I need from you, so I can create a FREE portfolio analysis that measures your portfolio's sustainability score.