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