Sierra Management Group is a close-knit team of talented people. Before our formation, each of our founders worked as CPAs (Certified Public Accountants) at large firms, and each of them saw an opportunity to create something new and do things differently. 

Our primary goal is to inform and lead with simple strategies that are easy to understand for our clients so that they know exactly what they are investing in. There are no hidden fees or commissions, and we lead with transparency, honesty, and commitment to the betterment of our clients.

Our personalized and holistic approach to wealth management sets us apart, as well as our commitment to make those tools accessible to all. Sierra Management Group goes beyond considering the growth of your investments with thoughtful planning for taxes and wealth transitions, too. We care about bettering your whole life, not just your net worth.

Sierra Management Group

Anthony L. Ozuna

This department focuses on providing financial advisory and investment services to clients, helping them grow and manage their wealth.

Sierra Management Group

Org chart

Teams

Wealth Management

Offices

Sierra Management Group

Org chart

Teams

Wealth Management

Offices

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