Our Past, Present and Future
Sierra Financial Advisors, LLC was established in 2001 and is one of the premier financial advisory firms in Northern Nevada. Located in Carson City, Nevada, Sierra Financial Advisors, LLC is owned by Katie D. Coombs , LTCP, CSA and Sally Kaplan. Katie has been a financial advisor for over 18 years and specializes in estate planning, investment planning, retirement planning, education planning, and insurance planning. Sally focuses on individual client meetings, client support, and working with businesses and their employees to establish group retirement plans such as 401k’s, 403b’s and Simple and SEP IRA’s. Our mission has always been to focus on a long-term relationship that develops and implements strategies to handle all of life’s circumstances, both short-term and long-term. We also believe that providing superior customer support is vital to our clients’ financial success.