Our Firm
Sandy Wade, RICP®, MSFS
Sandy Wade is the founder of Sierra Financial Partners and has more than 15 years of experience serving as a financial advisor for families, pilots, and military service members. As a veteran and the spouse of a pilot, she meets clients understanding where they are, because she has been in their shoes.
Prior to opening Sierra Financial Partners, Sandy was affiliated with First Command as a financial advisor and insurance agent. She holds FINRA Series 6, 63, and 65 licenses and is a Retirement Income Certified Professional (RICP®). She specializes in meeting the retirement accumulation and distribution needs of her clients while addressing financial planning, taxation, and insurance needs.
Outside of work, Sandy enjoys taking trips to Disneyland and Disney World with her family.
Check the background of investment professionals on FINRA’s BrokerCheck.
Our Partners
Jordan Creek Financial Solutions
Jordan Creek is our Office of Supervisory Jurisdiction. They provide compliance oversight and regulatory support to help ensure we are up to date with the latest industry trends, rules, and regulations.
Cambridge
Cambridge is our broker-dealer and registered investment adviser. They process our investment business, maintain client accounts, and maintain regulatory oversight for our firm.
Ash Brokerage
Ash Brokerage is our independent insurance brokerage. With Ash, we offer insurance coverage for life, disability, long-term care, and other policies to help managed the unexpected for our clients.
Investment and Insurance Companies
As an independent office, we have access to a wide variety of investment and insurance products from a wide variety of companies.
Our selection process is dependent on your need and our recommendations are always made in your best interest.