"Where Financial Clarity Meets Human Connection."
Our Community
Financial planning isn’t just about numbers — it’s about people and the communities we help elevate.
Rooted in trust and collaboration, we’re proud to support individuals, families, and businesses including those advancing innovation in drone aviation and technology, and those providing care and expertise in the medical and dental fields. Whether you're launching a new venture, growing your practice, or preparing for life’s next chapter, our mission is to provide clear, strategic guidance so you can thrive with confidence and community by your side.
Empowering Your Financial Journey — Right Here at Home.
Building Local Connections · A Showcase to Remember
What an amazing experience at the El Dorado Chamber Business Showcase on June 27, 2025! It was such a pleasure meeting so many friendly faces and discovering the incredible talent right here in our community. The SierraEdge Strategic Wealth & Insurance Solutions booth was full of energy as visitors stopped by to explore how we help individuals and families gain clarity, confidence, and control over their financial future. From protecting what matters most to planning for life’s big milestones, we had so many meaningful conversations. Thank you to everyone who came by. We are excited to be part of such a vibrant local network and look forward to supporting you on your financial journey.
The Sky's the Limit
Elevating Drone Operations: Smarter Skies Ahead
In March 2025, SierraEdge is thrilled to participate and help Skyway in Lift Summit in Santa Cruz, CA — a leading event for drone aviation enthusiasts and innovators. We’re excited to showcase their cutting-edge drone traffic control system powered by Skyway technology, is paving the way for safer and smarter skies, contributing to the future of autonomous airspace by presenting solutions that enable scalable and intelligent drone operations, ensuring a seamless experience for businesses and consumers alike.
A Legacy That Continues to Inspire
Honoring a Legacy of Service and Dedication
In December 2023, we proudly celebrated the retirement of our esteemed senior partner, Agnes Lam, whose remarkable 32-year journey in the financial services and insurance industries has left an enduring legacy of integrity, wisdom, and care.
Throughout her career, Agnes was a guiding light—serving individuals, families, and businesses with deep expertise and genuine compassion. Her steady leadership and client-first approach helped shape the foundation of SierraEdge and inspired all who had the privilege of working alongside her.
As we carry forward the values she lived by, her legacy continues to guide us—reminding us that trust, service, and heart are at the core of everything we do.
Growing Stronger Together
Celebrating Love, Sustaining Community
As we participate in the Wedding Expo, we are excited to showcase our values of community involvement and sustainability. Our presence at the expo highlights how businesses can balance growth with social responsibility, demonstrating that successful events and practices can be both economically viable and environmentally conscious. By connecting with brides-to-be and other attendees, we aim to inspire a broader commitment to community service and sustainable practices in the wedding industry.
Embracing the Spirit of the Year
Honoring Heritage, Prosperity Through Unity
In February 2023, SierraEdge was proud to participate in the vibrant San Francisco Street Fair, celebrating the Chinese New Year alongside the local Chinese community. This event, held in the heart of Chinatown, brought together over 100 vendor booths and concessions, offering a rich tapestry of cultural experiences. At the fair, attendees enjoyed traditional Chinese folk dancing, opera performances, and drumming, while exploring the diverse offerings from local artisans and businesses. SierraEdge's involvement highlighted our commitment to community engagement and cultural appreciation, as we joined in the festivities to honor the traditions and spirit of the Chinese New Year. By participating in this iconic event, we reinforced our dedication to fostering strong community ties and celebrating the diversity that enriches our city.