Zheng Wan

from Sierra Pacific Financial Advisors
SEC regulated
Regulated Investment Advisor
Zheng Wan is a financial advisor based in California, Pleasanton, with 23 years of experience. Zheng currently works for Sierra Pacific Financial Advisors. Zheng maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Zheng Wan works at Sierra Pacific Financial Advisors
Sierra Pacific Financial Advisors is a financial advisory firm based in Pleasanton, California. It currently has approximately $123,100,000 of assets under management and employs about 4 people. Sierra Pacific Financial Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
7077 Koll Center Parkway, Suite 120, Pleasanton, California, 94566

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