Janet Wan Email & Phone Number
Founder| Senior Wealth Advisor @ Sierra Pacific Private Wealth, LLC
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Janet Wan Location
- Pleasanton, CA, US
Janet Wan Work
- 2004 -now Founder| Senior Wealth Advisor @
- 1998 -2004 Wealth Management Advisor | Financial Planner @ Freed & Myers Wealth Management, Inc.
- 1996 -1998 Senior Investment Associate @
Janet Wan Education
- University of Maryland College Park
BS (Finance, International Business)
- College for Financial Planning
(CFP Professional Education Program)
Janet Wan Skills
- Retirement Planning
- Wealth Management
- Investment Management
- Strategic Financial Planning
- Financial Advisory
- Retirement
- Asset Allocation
- Investments
- Investment Advisory
- Finance
- Wealth
- Wealth Management Services
- Employee Stock Options
- ETFs
- Microsoft Office
- Microsoft Excel
- Planning
- Symphony
- Services
- Asian Art
- Financial Analysis
- Strategic Planning
- Strategy
- SAN
- Financial Planning
Janet Wan Summary
- Janet Wan, based in Pleasanton, CA, US, is currently a Founder| Senior Wealth Advisor at Sierra Pacific Private Wealth, LLC. Janet Wan brings experience from previous roles at Freed & Myers Wealth Management, Inc. and Cambridge Associates. Janet Wan holds a BS in Finance, International Business @ University of Maryland College Park. With a robust skill set that includes Retirement Planning, Wealth Management, Investment Management, Strategic Financial Planning, Financial Advisory and more. Janet Wan has 3 emails and 3 mobile phone numbers on RocketReach.
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