Bob McMahon
Financial Advisor, CFP®, AAMS™
Introduction
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.
Service Team
Diana Siler, FPQP
Client Service Director
Joseph Bonacci
Portfolio Management Associate, CFA
Christie Terranova
Office Administrator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Anna Alarcon
Office Administrator
David Lovett
Operations Associate
Executive Team
Giancarlo Foti
CEO & Founder
James Slaughter
President, CGO & Founder
Location & Contact Information
1435 River Park Drive
Suite 504
Sacramento, CA 95815