Sierra Wealth Management, located in Cameron Park, CA, is a trusted investment advisory firm founded by Gene Tabb III in 2003. With over two decades of experience in the financial industry, Gene and his team are dedicated to helping clients achieve their financial goals by carefully investing their capital and providing personalized services. Committed to building long-term relationships based on trust, Sierra Wealth Management strives to meet the unique financial needs of each client, instilling confidence and earning their trust.
As a member of SCF Securities, Inc., Sierra Wealth Management offers securities and investment advisory services, ensuring clients receive comprehensive financial solutions. With a focus on planning and sticking to the plan, the firm encourages clients to remain optimistic about their investments, understanding that long-term success requires a realistic and proactive approach. With a strong presence in the El Dorado County community, Sierra Wealth Management is deeply committed to the well-being of its clients and their families, aiming to provide the highest level of care and dedication throughout their financial journey.
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