As a Planning Associate at Vance Wealth, Sierra Cappella plays an important role in helping clients feel supported throughout the financial planning process. By working closely with the advisory team to prepare and coordinate each client’s plan, she helps create an experience that’s precise, proactive and centered around each client’s long-term goals.

Born and raised in Santa Clarita, Sierra attended California State University, Northridge, where she earned her degree in financial planning. Her education was built around the CFP® curriculum, covering areas such as tax planning, estate planning, investment management, retirement planning, and the psychology of financial planning. Today, she applies those principles daily while supporting advisors through the comprehensive planning process.

Before joining Vance Wealth full-time, Sierra began with the firm as an intern while completing her degree. The experience gave her firsthand exposure to the planning process and reinforced her passion for helping clients navigate important financial decisions. As the firm continued to grow its planning department, Sierra transitioned into her current Planning Associate role, where she continues to expand her knowledge and responsibilities.

In her current role, Sierra helps support advisors by preparing for meetings, reviewing tax returns for planning opportunities, and helping refine internal workflows—so advisors can spend more time focused on clients. What she enjoys most is the opportunity to learn through hands-on experience while contributing to meaningful work behind the scenes.

Sierra most closely identifies with Vance Wealth’s core value of being passionate, positive and present. Known around the office for her calm and easygoing personality, she enjoys helping create a supportive and positive environment for both coworkers and clients alike.

Outside the office, Sierra enjoys reading, staying active at the gym, and spending time outdoors with family and friends. She also teaches Pilates at True Barre in Santa Clarita, where she encourages growth in a positive, supportive environment. In their downtime, Sierra and her fiancé enjoy traveling and trying new restaurants together as they prepare for their wedding this fall.