Sally Kaplan

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Sally is the owner of Sierra Financial Advisors, LLC and Sierra Insurance Advisors. LLC. She earned her Bachelor’s degree in Business Administration from Chico State University. She has been a financial advisor for over 16 years and has over 19 years of experience in the financial planning industry. Sally has obtained her Series 7 and 66 licenses, as well as her life insurance license. She works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and insurance planning. Sally focuses on individual client meetings, and working with businesses and their employees to establish group retirement plans such as 401k’s, 403b’s and Simple and SEP IRA’s. After spending several years in California, Sally moved back to her hometown of Reno where she is raising her two daughters. In her free time, Sally enjoys traveling and spending time with her girls on the ski slopes. She also makes sure to enjoy all the activities that Lake Tahoe has to offer.

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