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Let us become part of your financial journey. We can help you reach new heights.

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The Sierra Ridge Experience

Working with us means more than just gaining access to our diverse portfolio of partners and resources. It means working out of an office space designed to seamlessly blend comfort and productivity. It means aligning yourself with a firm dedicated to providing you with complete, all-around support whether you’re in or out of office. It means surrounding yourself with colleagues who share your passion and drive.

Transition Support
  • Dedicated team to help you complete your transition in the first 90 days
  • All paperwork completed, sent to client and processed by our team
  • Transition Marketing Material including: Press Release with national publications, fliers, and business cards
Office Support
  • Use of Sierra Ridge Branch Offices and Conference Rooms
  • Desktop Phone System with Zoom account integration
  • Internet/Printer/Fax
  • Technology including CRM
Administrative Support
  • Administrative Assistants that handle all aspects of paperwork generation and processing
  • All NIGO paperwork handled
Compliance Support
  • All OSJ Supervision completed by Sierra Ridge Staff
Portfolio Management
  • Investment Team including CFA, Portfolio Manager Associate & Trader
  • Six advisory strategies with different risk models
  • Each model is fully customizable
  • Trades, rebalancing, and tax loss harvesting
Marketing Support
  • Access to Marketing Team
  • Marketing Coaching
  • Customized Marketing Material
  • Website Design including SEO
  • Social Media Support
  • Event Planning
Technical Support
  • Access to third party IT Support Team
Payroll & Benefits
  • Payroll System for support staff
  • Group Health Insurance

Dedicated Resources

At Sierra Ridge, we want you to have the freedom to focus on your strength, and our network of partners and resources is curated around that ideology. From a CFA and a paraplanner who work exclusively at our branch to an in-house CPA and estate attorney, we strive to provide you with every resource you need to craft refined planning strategies.

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Let’s Get Together

Client/advisor relationships shouldn’t be confined to an office setting. We want to connect with you on a more personal level, and for us that translates to showing you a good time. Not every firm takes the time to plan high-end events for their clients – but then again, not every firm can be like us.

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Let’s talk

915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678

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915 Highland Pointe Dr. Suite 150 Roseville, CA 95678; Office: 916-891-2557

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://ceterawealthservices.com

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