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. 

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

Kimberly Smith

Office Administrator
Notary Public

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 would Love to
Work with You!

What to Do:

Quote of the Month

“Take chances, make mistakes. That’s how you grow.”

– Mary Tyler Moore