About
At Sierra Oaks Financial Planning, I am committed to building lasting relationships and providing exceptional customer service. As a Certified Financial Planner™, I take pride in helping clients navigate every stage of life—from young professionals choosing a career path to retirees planning their legacy.
I began my financial advisory career with Edward Jones in 2015 and earned my CFP® designation in 2023. Before transitioning into financial planning, I was an entrepreneur, founding and operating Nor Cal Broadband in Newcastle, CA, to bring reliable internet service to the foothills. My passion for guiding people toward financial security stems from years of experience helping families, individuals, and business owners plan for their futures.
On a personal note, I have been married to my wife, Jenni, for 25 years, and we are proud parents of two wonderful, grown children. Family is at the heart of everything I do, and I bring that same dedication and care to my work with clients.
At Sierra Oaks Financial Planning, my goal is to provide clear, thoughtful financial guidance to help you achieve your goals with confidence.
Support Team
Diana Siler, FPQP
Client Services Director
Location & Contact Information
- 915 Highland Pointe Drive, Suite #150, Roseville CA 95678
- (916) 259 - 9605
- Bob.McMahon@SierraOaksFP.com