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Donald Anthony Debernardi

Sierra Asset Management

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About Donald Anthony Debernardi

Donald Anthony Debernardi is a financial advisor registered with Sierra Asset Management. Donald Anthony Debernardi has been in the industry since August 2001 and has been registered with Sierra Asset Management since that time. Donald Anthony Debernardi specializes in Financial Planning and Portfolio Management for Individuals. Donald Anthony Debernardi is a Certified Financial Planner.

Firm Information

Donald Debernardi is currently registered with Sierra Asset Management. Sierra Asset Management is a registered investment adviser headquartered in OAKHURST, CA. The firm manages approximately $334 million in assets for 1,565 clients, including individuals, corporations, charitable organizations, pension plans and high-net-worth individuals. Sierra Asset Management provides financial planning and portfolio management services.
Sierra Asset Management

40312 JUNCTION DRIVE

OAKHURST, CA 93644-8783

$334.12M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Debernardi’s Registration & Firm History

CA

04/23/2014 - Present

Sierra Asset Management (Oakhurst CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Anthony Debernardi.
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