Startups
At Sierra Ridge Wealth Management, it’s not about what services we offer – it’s about how we use them to help you.
Overview
Location
United States, California, Sacramento
Employees
11-50
Phone
+1 916-891-2557
Founded date
2018
Mentions in press and media 6
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Jan 5, 2023 | Sierra Ridge Expands Footprint into Florida with Latest Recruits | George T. Davis, CWS®, CFF® Sierra Ridge Wealth Management announced that Ft. Lauderdale, Florida-based advisors George T. Davis, CWS®, CFF and William W. Respess III joined the firm. James and Giancarlo have a compelling vision for the fut... |
| Sep 12, 2022 | Sierra Ridge, ClientFirst Strategy, Inc., Add Advisor to East Coast Team | Robert Bird, CFP Sierra Ridge Wealth Management, recently announced that advisor Robert “Bobby” Bird joined their Long Island-based ClientFirst Strategy, Inc., team. The Sierra Ridge model of supported independence is all about giving advis... |
| Aug 24, 2022 | Sierra Ridge Expansion Streak Continues with Roseville Location | Christie Terranova Industry veteran Christie Terranova tapped to manage new Roseville office. Our vision was to create a partnership with financial advisors in which they can offload all of the time-wasting activities to the Sierra Ridge su... |
| Jun 29, 2022 | Independent Mitch Goldberg Tapped to Lead Sierra Ridge’s Northeast Expansion | New hire solidifies Sierra Ridge as a coast-to-coast enterprise and shines more light on the value of their supported independence model. The turnkey support Sierra Ridge provides to help independents like me is very unique.” — Mitch Goldbe... |
| Jun 22, 2022 | Sierra Ridge Adds New Portfolio Manager to Growing Team | The hire marks Sierra Ridge's focus on providing low-cost access to top-tier investment management. By having a dedicated advisory program headed by Joseph, Sierra Ridge advisors have one-on-one attention to their money management need... |
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FAQ about Sierra Ridge Wealth Management
When was Sierra Ridge Wealth Management founded?
Sierra Ridge Wealth Management was founded in 2018.
What has the press written about Sierra Ridge Wealth Management?
Parsers VC has collected 6 articles mentioning Sierra Ridge Wealth Management, among them “Sierra Ridge Expands Footprint into Florida with Latest Recruits” (Jan 5, 2023) and “Sierra Ridge, ClientFirst Strategy, Inc., Add Advisor to East Coast Team” (Sep 12, 2022).
Is Sierra Ridge Wealth Management still active?
Yes, Sierra Ridge Wealth Management is active; its latest activity on Parsers VC dates from Sep 12, 2022.