Connect with Top-Rated Financial Planners in Cupertino!

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only, SEC Registered Investment Advisory (RIA) firm offering tailored financial solutions to individuals and businesses. With over a century of combined experience, our team of professionals provides comprehensive financial planning, personalized investment management, and corporate retirement planning services, helping clients achieve their financial goals and pursue optimum results. Our approach emphasizes unbiased fiduciary services, transparent fee structures, and a boutique culture focused on exceptional client relationships and outcomes.

Aegis Financial Advisory is a leading financial planning firm that specializes in retirement planning for pre-retiree and retiree couples. They are experts in Social Security and retirement income planning, taxation, and offer comprehensive financial planning services. Their goal is to help clients enjoy their life in retirement free from financial worries. The firm's founder, Joseph Alfonso, is a renowned expert in the field, with extensive experience in Social Security and retirement income planning. He works with clients to create a secure retirement income strategy, maximize Social Security benefits, and save money on taxes. The firm also offers investment management and on-going engagement services to ensure clients' financial goals are met.

SP Asset Management LLC is a SEC Registered Investment Advisor located in the heart of Silicon Valley, specializing in Portfolio Management, Tax Planning, and Estate Planning for Tech and Entrepreneurial Leaders. Our team of experts provides financial solutions to entrepreneurs, founders, innovators, and executives who are the engine of today's knowledge economy. We offer a range of services including Portfolio Management, Estate Planning, Tax Planning, and Financial Planning to help our clients achieve their financial goals. With decades of experience and a team of trusted advisors, we are committed to delivering personalized and tailored financial solutions to our clients.