Our Team

Joelle Leder Photography Studio © 2013

Don A. DeBernardi, CFP®

Principal

Don DeBernardi is a Certified Financial Planner® and has been practicing as a fee-only financial advisor since 2001. He earned his Bachelor of Science in Business Administration with an emphasis in Finance from California State University Fresno.

Since 2001, Don has played a major role in the firm’s growth from less than $25 million in assets under management to well over $200 million today. In 2010, he completed the purchase of Sierra Asset Management from the firm’s founder, Alan Graas, and is now serving as the company’s president. In 2017, Don was selected as a Dave Ramsey SmartVestor Pro and assists clients from all walks of life with financial planning and portfolio management.

Don has served on the Board of Directors for the Oakhurst Sierra Sunrise Rotary Club, the Oakhurst Area Chamber of Commerce and the Oakhurst Community Center. He lives in Bass Lake, California with his wife Kristi and their five children where they enjoy the outdoors in their free time. 

Joelle Leder Photography Studio © 2013

Mike Ryan, CFP®

Advisor

In 2011, Mike joined Sierra Asset Management full time as an analyst and client advisor. He is a Certified Financial Planner®. In addition to working with clients and providing them advice, Mike does all of Sierra Asset Management’s trading and serves as the firm’s compliance officer. He also forms a team with Don to perform investment research and portfolio construction. 

Mike Ryan is a native of Fresno, California. After graduating from Edison High School, he went on to attend Fresno State where he double-majored in History and Business Administration with an emphasis in Finance. While at Fresno State, Mike was a founding father and Vice President for the fraternity Phi Delta Theta, Vice President of Finance for the Financial Management Association, and President of the Student Investment Fund. He was also a member of the Honors History Society, Phi Alpha Theta. 

In his free time, Mike enjoys staying mentally and physically active, volunteering, travelling, and staying involved in the community. 

Joelle Leder Photography Studio © 2013

Kimberly Smith

Office Administrator

Our Service Commitment

We pride ourselves on the personalized service and attention to detail that we provide to all of our clients. Simply put, we strive to provide our clients with an old-fashioned kind of customer service, the kind of customer service that is rare in business today.

  • We are our clients’ personal financial advocate and investment fiduciary. We adhere to the highest legal duty of care for our clients’ welfare. This is in contrast to the “suitability standard” adhered to by the vast majority of financial advisors.
  • We provide personalized, responsive service to our clients. We will always take the necessary amount of time to know and understand our clients. A primary objective of ours is to create a strong working alliance with each of our clients.
  • We will always act in the best interest of our clients. Although as a Registered Investment Advisory firm we are legally obligated to act in our clients’ best interest, we passionately believe this is the best business model and simply the right thing to do. Every client’s investment portfolio is viewed within the context of their overall financial plan and thus unique to that client. Planning strategies are always customized to the client.
  • We continually conduct research and learn. We utilize peer-reviewed, evidence-based planning and investment strategies and continually seek out new knowledge that may benefit our clients. We regularly review the latest academic journals and attend the leading continuing education conferences in the country, as well as conduct our own research.
  • We provide full transparency and disclosure of fees. Fees will always be fully disclosed and easy to understand.

We would Love to
Work with You!

What to Do:

  • Act now! Contact us for your complimentary initial consultation
  • Gather and organize all of your financial documents
  • Come see us and begin the journey to financial independence

Quote of the Month

“Our favorite holding period is forever.”
– Warren Buffett