Sierra Oaks Financial Planning

Financial planning for new heights

Let us become part of your financial journey. We can help you reach new heights.

We Work With You

We share your driven, goal-oriented mindset, and all of our focus is committed to working towards your financial goals. Your partnership with us lasts for life, and we’ll continually dedicate ourselves to developing a holistic planning approach that revolves around your needs as an individual – and your needs alone.

Let's Get Started

Working with us means more than just gaining access to our diverse portfolio of partners and resources. It means working in an environment that an advisor like you deserves.

Let's Talk

915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Inc., member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

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