Sierra Financial
Planning & Asset Management

1380 Lead Hill Blvd.
Roseville, CA 95661
(916) 791-1572
full service fee-only financial planning

Custody of Assets

Sierra Financial Planning & Asset Management never takes possession of a client's funds. All funds are held by Charles Schwab Institutional. Charles Schwab is one of world's largest brokerage firms with over $2 trillion of client assets. Charles Schwab provides monthly account statements and clients can access all of their account information at anytime at schwab.com.

Sierra Financial Planning & Asset Management is a Registered Investment Advisor licensed by the state of California.

financial planning