N A P A B L A C K B O O K 2 01 9 | N A P A F I R M P A R T N E R S | B R O K E R - D E A L E R S & R I A s NAPA FIRM PARTNERS
SIERRA PACIFIC FINANCIAL ADVISORS, LLC
STADION MONEY MANAGEMENT
P L E A S A N T O N , C A | s i e rra p f a . c om
W A T K I N S V I L L E , G A | stadionmoney.com
FIRM PROFILE
Sierra Pacific Financial Advisors, LLC (SPFA) is a fee-only registered investment advisory firm that specializes in financial planning, investment and corporate retirement planning for individuals, families and corporate clients. With our combined expertise in personal finance and corporate retirement planning, we can partner with business owners to design an array of financial strategies to purse optimal results. Serving as fiduciaries, SPFA focus assisting plan sponsors in fiduciary obligations, providing investment consulting services, offering benchmark reporting, and conducting onsite employee education workshops for retirement readiness. We are committed to offering unbiased advice with a singular effort on serving client s best interest.
PRIMARY MARKET(S) SERVED
OPTIONS AVAILABLE
» rd Party endor Analysis Tool » Benchmarking Tools
» Participant Advice/Participant Services » CRM/Data Aggregation
» Allows Fiduciary Declaration ( 1)/ ( ) » Custom Risk Based/Target Date Models » Plan Sponsor Fiduciary Training
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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KEY CONTACTS
Dave Lacusky | 10. 1. 404 | david.lacusky stadionmoney.com Todd Lacey | 0 . . 0 | todd.lacey stadionmoney.com Kerr McGowan | 0 . . | kerr.mcgowan stadionmoney.com
FIRM PROFILE
Founded in 1 , Stadion is an investment management firm that provides custom solutions to retirement plan advisors, plan sponsors and participants. We are proud of our ability to work with advisors by providing advisors with turnkey managed account services, target date fund solutions, and the opportunity to build custom managed accounts. Stadion believes that one-size-fits-all investment approach offered to most retirement plan participants does not account for the differences of each individual, which is why we work closely with advisors and recordkeepers to build custom retirement plan and participant level investment solutions.
PRIMARY MARKET(S) SERVED
99 OPTIONS AVAILABLE
» Retirement Sales Desk Representative » Business Development Consultants » Other Tools
» Benchmarking Tools
» Participant Advice/Participant Services
» Allows Fiduciary Declaration ( 1)/ ( ) » Custom Risk Based/Target Date Models
NAPA-NET.ORG
KEY CONTACTS
Janet Wan | 925.223.8868 | jwan@sierrapfa.com Glen Jones | 925.223.8868 | gjones@sierrapfa.com Lindy Chan | 925.223.8868 | lchan@sierrapfa.com
» 40 (b) ( ) In-House or Outsourced
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS 0
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