Sherpa Financial Advisors
Financial Services - Irvine, California, United States
Sherpa Financial Advisors Employees
Sherpa Financial Advisors Senior Management
Sherpa Financial Advisors Details
Sherpa Financial Advisors has been in business for over 30 years, serving more than 150 households nationwide and managing over $60 million in assets. Through our disciplined and consultative Wealth Management Process, we develop a deep understanding of our clients' goals and objectives, concerns and aspirations. We make a serious commitment of time and resources to each client by working closely and collaboratively with other professional advisors including attorneys, CPAs, mortgage professionals and insurance specialists, to address a broad range of challenges and opportunities unique to each family. This coordination is an important, though frequently overlooked, component to achieving financial success and is what can make working with Sherpa unique and more effective. Ultimately, our goal is to use our Wealth Management Process to financially equip our clients to make a difference in their families, communities and the world.***************************************************************************************Securities and advisory services offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC. SFA is otherwise unaffiliated with Sherpa Financial Advisors. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.
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