Broker Check

"If you don't know where you are going, you'll end up someplace else."
- Yogi Berra

Your Personal CFO

Just as corporations have Chief Financial Officers, we consider ourselves to be somewhat like a personal CFO. We work with a team of accountants, attorneys, insurance specialists and other professionals to collaborate together as we examine our clients' unique situation. Because we believe these financial areas are interdependent, not independent, we use this comprehensive approach to wealth management and develop individual client solutions based on our cooperative team analysis. Learn more about our collaborative Wealth Management Process.

An Alliance of Advisors

Sherpa is part of a community of independent advisors who collaborate together to share ideas and brainstorm solutions.  As a partner with the Strategic Financial Alliance, we have a team of people behind us to ensure we are well equipped to support our clients’ goals.

Beyond Sherpa

We believe we are blessed so that we may be a blessing to others.  Thus, we choose to give a portion of our time, talents and finances to a variety of local and global organizations.

Why We Do What We Do

At the end of the day, if we don’t know why we are doing something then it begins to feel meaningless. Our most rewarding goal at Sherpa Financial Advisors is to help you figure out the WHY behind your financial plans.

A Tale of Two Models

As an independent firm, we believe financial solutions should begin with a deep understanding of the client's unique needs unlike the traditional model which begins with products that need to be sold.

Sherpa Financial Advisors has been in business in Orange County for over 30 years. We serve more than 150 households nationwide and manage over $60 million in assets.

An Independent Approach

There are two approaches with how guidance and solutions can be directed to clients - the Traditional model and the Independent model.  Traditional firms, such as big banks or institutions, are focused on products that need to be sold.  This puts the client at the bottom of the process.  Independent firms, such as Sherpa Financial Advisors, work with clients to thoroughly assess their unique situation and then determine solutions based on their individual needs and goals.  This puts the client at the top of the process.  For more information about how these two models differ watch this one-minute video or click here.

What We're Good At

Alternative Investments

Why limit your choices to just the stock and bond markets?

Learn More

Advanced Planning

Our five step Wealth Management Process is designed to help our clients make informed decisions about their finances.

Learn More

Tax Strategies for High Earners

Maxed out your 401(k) and still owe the tax man a big bill in April?

Learn More


The SFA does not give tax or legal advice.  We cannot guarantee future financial results.