202 Providence Mine Rd Suite 202
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Advisor
1-800-969-8939 ex 3
Cathy is the Office Manager for our firm. With over 20 years of experience in the industry, Cathy is dedicated to serving clients quickly and efficiently with a personal touch. She has 3 children, two sons and 1 daughter, and 4...
1-800-969-8939 ex 1
Joe is the President of Sierra Financial Advisory, Inc. He received a Bachelor’s Degree in History from Stanford University in 1987 followed by a Master’s Degree in physical therapy from the University of Southern...
Registered Investment Advisory Representative
800-969-8939 ex 2
Michael is a Registered Investment Advisory Representative for Sierra Financial Advisory, Inc. He received his Bachelor of Arts from Azusa Pacific University in 2015, graduating Magna Cum Laude. In 2018, he received his MA from Western...