Los Altos Independent Financial Advisor Planning Firm

Investing in a Los Altos independent financial advisor means having the financial confidence you need. The clients who partner with us at Pantheon Wealth Planning know that we are a trusted advocate for them when it comes to managing financial needs. At our firm, Sheri Pan offers a specialized and powerful perspective as a Los Altos woman advisor with both experience and impressive credentials as noted below.

Impressive Credentials

Sheri is a Certified Financial PlannerTM and has earned her Master’s Degree in Taxation. As the founder and CEO of Pantheon Wealth Planning, she is committed to running a Los Altos financial planning firm based on the principles of compassion, diligence, and integrity. When it comes to working with even the most affluent investor in Los Altos we offer a depth and breadth of experience that allows us to advise each client, in all financial matters, with confidence.

We support customized, innovative strategies for Los Altos wealth preservation providing each client with the power to navigate complex financial decisions. At our firm, Los Altos independent financial advisor Sheri Pan takes time to get to know you in order to personally assess your needs, with the goal of providing you with an individualized experience for Los Altos asset protection helps to build that element of trust.

Valuable Partnership

Our clients who need someone that is able to connect with lawyers, CPA’s or help craft a small business plan, find a valuable partnership with Sheri Pan. Sheri also takes on the role of a personal CFO, managing moving parts of your wealth portfolio and offering sound advice. For example, when clients are facing decisions about the value of a Los Altos stock option and when the right time is to access that for cash, it’s important to be able to discuss the decision with full confidence. Our clients get that kind of support from our Los Altos financial planning firm.

Solid Financial Advisement

Pantheon Wealth Planning is ready to be your Los Altos independent financial advisor. Our clients deserve solid financial advisement from a team that is committed to integrity and hard work, just like you. We invite you to get in touch with us today to schedule a complimentary consultation by calling 408-404-8282.