Alex Sierra, CFP - Wealth Manager

Alex Sierra, CFP - Wealth Manager I'm an experienced Certified Financial Planner® who specializes in creating generational wealth building plans for educators, public employees, and non-profits by providing expertise in public pension planning and 403(b) management.

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

Last week, the team attended our monthly luncheon for the Financial Planning Association of San Gabriel Valley. In addit...
06/03/2026

Last week, the team attended our monthly luncheon for the Financial Planning Association of San Gabriel Valley.

In addition to a delicious lunch and some great networking, we learned all about 1031 exchanges and Delaware Statutory Trusts. Thanks to Jason Hayes from Cantor Fitzgerald for the fantastic presentation!

Let us know if you want to get more involved with FPA, or if you want to talk more about 1031s or DSTs!

05/27/2026

A financial plan doesn’t stop when the meeting ends.

Behind every client conversation is a process of follow-through, coordination, and careful attention to detail.

Max shares how our team helps keep everything organized and moving forward. From managing important updates to making sure clients feel supported through every stage of the process.

The goal is simple: help clients move through life with more clarity and less stress.

These are some of the most common questions we hear from clients.How do I buy a home?Should I focus on paying off debt o...
05/14/2026

These are some of the most common questions we hear from clients.

How do I buy a home?
Should I focus on paying off debt or saving for retirement?
Am I behind compared to others?

The reality is that everyone’s financial situation is different, and the right answers depend on your unique goals, income, and priorities. There is no universal path to financial success, only the one that is built for you.

Having a clear, personalized plan can help you make these decisions with confidence instead of uncertainty.

If you’ve been asking yourself these questions, we’re here to help. Reach out to start a conversation about building a plan that fits your life.

05/12/2026

This is how Brandon approaches financial planning.

He starts by truly understanding each client, listening to their goals, concerns, and what they want their life to look like. From there, he provides thoughtful guidance, helping clients navigate both major life decisions and everyday financial questions.

His focus is on creating clarity and structure, so clients feel organized, supported, and confident in their financial decisions, allowing them to focus on what matters most.

“Don’t let emotions drive decisions.”Fear and excitement can often lead to reactive choices that don’t align with long-t...
05/05/2026

“Don’t let emotions drive decisions.”

Fear and excitement can often lead to reactive choices that don’t align with long-term financial goals. While these emotions are natural, they are not effective guides for making sound investment decisions.

A disciplined financial plan provides structure and consistency, helping you stay focused even during periods of uncertainty. Maintaining that discipline is key to making thoughtful, informed decisions over time.

Have you ever looked back and realized a financial decision was driven more by emotion than by strategy?

05/01/2026

We’ve been seeing a lot of headlines about the stock market reaching new all-time highs. While that may sound significant, it’s actually a fairly common occurrence.

These headlines simply indicate that the market has reached a level it has not hit before. They do not necessarily reflect the performance of an individual portfolio, the overall strength of the economy, or signal a need to change your investment strategy.

It’s important not to let headlines drive financial decisions. A well-structured financial plan, tailored to your goals and risk tolerance, should remain the primary guide.

One of our key roles as financial planners is helping clients stay focused on their plan and avoid reacting to short-term noise.

We're so happy to be working with our newest team member, Dianna Jones, Client Services Associate at Grounded Wealth Adv...
04/30/2026

We're so happy to be working with our newest team member, Dianna Jones, Client Services Associate at Grounded Wealth Advisors.

Originally from New Jersey, Dianna moved to California in 2019 and brings a diverse and service-driven background to the team. She holds a bachelor’s degree in acting and a master’s in public administration, with professional experience spanning the arts, nonprofit sector, and financial services. This unique combination allows her to approach client service with both creativity and strong organizational insight.

Dianna is currently pursuing her CFP® certification through a CFP Board–Registered program, further strengthening her commitment to providing thoughtful and knowledgeable support to our clients.

We’re thrilled to have Dianna on the team and look forward to the value she will bring to both our clients and our firm.

04/29/2026

We’re excited to welcome Dianna Jones to our team as our new Client Services Assistant.

Dianna will play an important role in supporting our client experience, helping ensure that communication, coordination, and day-to-day operations run smoothly. Her work behind the scenes will help our team stay organized and continue moving our clients forward in their financial journeys.

We’re thrilled to have her on board and look forward to the impact she will make!

Grounded in what mattersGuided by purposeBuilding lasting wealthFor all your financial planning needs, reach out to conn...
04/24/2026

Grounded in what matters
Guided by purpose
Building lasting wealth

For all your financial planning needs, reach out to connect with our team.

04/22/2026

Something new has been in the works… and we’re finally ready to share it. ✨

We’re officially stepping into our next chapter as Grounded Wealth Advisors.

While the name is new, what we stand for isn’t changing. We’re still the same team, focused on helping you build lasting wealth while supporting your future.

From early career to growing businesses and everything in between, our approach has always been personal. No templates, no one-size-fits-all plans. Just thoughtful guidance built around you.

We’re really excited about where this is going, and even more excited to continue the journey with you.

Address

605 E. Huntington Drive, Suite 203
Monrovia, CA
91606

Telephone

6264697151

Website

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