Sierra Wealth Management

At Sierra Wealth Management, we believe in fostering a personal connection with our clients and prospects. Our team, led by Gene Tabb III, is dedicated to understanding your financial goals and working tirelessly to achieve them.

Gene Tabb III, our President, graduated from California State University Sacramento in 1995 with a Bachelor of Science in Business Administration in Finance. He began his career as a Financial Consultant in May of 1998 at Morgan Stanley Dean Witter, followed by a stint at Washington Mutual in 2001. In January of 2003, Gene founded Sierra Wealth Management, moving into the current location in Cameron Park in 2007.

Gene is deeply involved in the El Dorado County community, having served as the President of the Placerville Lions Club in 2005-2006 and continues to be active in the Club.

Our Commitment

At Sierra Wealth Management, we are committed to caring about you and your family as much as we do our own. We understand the importance of your financial goals and are dedicated to helping you achieve them. Our team will invest your capital as carefully as we would our own, ensuring that your hopes for your family's future are realized.

We believe in the power of planning and sticking to the plan. We also encourage our clients to remain optimistic, as we believe that optimism is the only long-term realism in investing.

Our goal is to earn your trust and help you achieve your financial needs. We believe that with mutual trust, we can accomplish great things together.

Services Offered

At Sierra Wealth Management, we offer a wide range of financial services designed to meet your specific needs. Our services include investment advice, portfolio management, retirement planning, and more. We understand that each client is unique and have different financial goals, which is why we tailor our services to meet your individual needs.

Our team is dedicated to providing you with the best possible service, ensuring that you feel confident in your financial decisions. We believe in open communication and transparency, ensuring that you are always informed about your investments and financial situation.

Contact Us

If you're ready to take the next step in achieving your financial goals, we encourage you to contact us today. You can reach us by calling (530) 677-4975 or emailing genetabb3@scfinc.com. We look forward to working with you and helping you achieve your financial dreams.