Janet Z. Wan, CFP®, CPFA
President & Senior Wealth Advisor
Janet Z. Wan, CFP®, is the President and Senior Wealth Advisor at Sierra Pacific Private Wealth, a firm she founded in Silicon Valley in 2004. With over 25 years of experience, Janet blends tax-smart investment strategies, equity compensation planning, and a dedication to personalized financial guidance to serve high-net-worth clients—particularly tech and biotech executives with equity rewards. Her leadership and vision have been key to growing Sierra Pacific into a well-established SEC-registered RIA firm.
Janet began her career as a financial analyst at Cambridge Associates, where she supported institutional clients, including endowments. Realizing her passion for working directly with individuals, she transitioned to serving high-net-worth clients at Freed & Myers. Her interest in capital markets, which began in high school, has evolved into a lifelong mission to make a personal impact as a financial planner. Today, she focuses on strategic planning, leading the firm’s investment committee, and designing tailored wealth solutions.
Outside of her professional life, Janet is deeply connected to her community in San Ramon and supports causes like education and empowerment. When she’s not advising clients, you’ll find her golfing at Blackhawk Country Club, enjoying Zumba classes, traveling, or exploring new cultures.
Q&A
What do you enjoy most about life in the Bay Area?
The diversity and vibrant culture of this area, along with the incredible opportunities to network and connect with forward-thinking individuals, make living here so fulfilling.
What has been most rewarding about your work?
Building long-term relationships with clients and being part of their life journeys—celebrating milestones, navigating challenges, and helping them achieve their goals—is the most rewarding part of my career.
What is your ultimate dream?
To continue leading Sierra Pacific Private Wealth as the premier destination for professionals and executives with equity rewards seeking fee-only wealth management services. After retirement, I dream of spending a few months each year sailing and golfing at world-renowned courses.”
