Pantheon's Team
At our core, Pantheon Wealth Planning is dedicated to serving our diverse clientele with extreme care and the utmost compassion. Whether you’re beginning your business or nearing retirement, we have the experience to help you pursue your financial goals. Just as the Pantheon is a symbol of strength and endurance, Pantheon Wealth Planning is committed to long-lasting relationships.
Our pillars present a sensible, prudent, and innovative foundation for wealth management. And, we are here to support you as you focus on your future.
- We understand the complex nature of financial planning and wealth preservation.
- We know how it specifically relates to you in your own situation.
- We help you navigate the markets, understand your investments, and develop a firm but fluid wealth planning strategy.
Fanny Fan
Paraplanner
Fran Chen
Client Relationship Manager
Jeremy Olen, CFA®
Managing Partner & Chief Investment Officer, Mariner Advisor Network
Joel Gourdin, CAIA®
Vice President, Portfolio Consulting & Analytics, Mariner Advisor Network
John Nejedly
CA Insurance Lic#4152879
LPL Financial Planner
Kimi Lin
Administrative Assistant
Sheri Pan, CFP ®, Master in Taxation
CA Insurance Lic#: 0D73163
Founder and CEO
Fanny Fan
Paraplanner
Fran Chen
Client Relationship Manager
Jeremy Olen, CFA®
Managing Partner & Chief Investment Officer, Mariner Advisor Network
Joel Gourdin, CAIA®
Vice President, Portfolio Consulting & Analytics, Mariner Advisor Network
John Nejedly
CA Insurance Lic#4152879
LPL Financial Planner
Kimi Lin
Administrative Assistant
Sheri Pan, CFP ®, Master in Taxation
CA Insurance Lic#: 0D73163
Founder and CEO
Jeremy Olen, CFA®
Managing Partner & Chief Investment Officer, Mariner Advisor Network
Joel Gourdin, CAIA®
Vice President, Portfolio Consulting & Analytics, Mariner Advisor Network