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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. 

Wealth Advisors

Our wealth advisors help you recognize your strengths and weaknesses, which allows the identification of your goals and development of your personal financial plan.

Sheri Pan

Sheri Pan, CFP ®, Master in Taxation
CA Insurance Lic#: 0D73163   

Founder and CEO

(408) 404-8282

(408) 404-8200

sherip@pantheonwp.com

In a class of her own, Sheri Pan has a certain spunk and style that keeps clients motivated and goal-oriented. She is dialed right into the financial industry as a whole, and her professionalism is second to none....

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Operations Team

Our operations team assists our wealth advisors to ensure seamless service with a personal touch.

Fran Chen

Fran Chen

Client Relationship Manager

fran@pantheonwp.com

Fran joined Pantheon Wealth Planning after working as a personal banker at Citi Bank, Bank of America, and Union Bank. Her past experience as an employee for top tier banking firms gave her the skills to execute friendly, efficient...

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Fanny Fan

Fanny Fan

Paraplanner

fanny@pantheonwp.com

Fanny enriches Pantheon Wealth Planning’s environment with an interesting background in the field of nutrition and food science. Her previous experience, combined with her dedication to improving the quality of...

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Kimi Lin

Kimi Lin

Administrative Assistant

kimi@pantheonwp.com

Kimi Lin brings over 15 years of sales and marketing experience in the computer industry to her position at Pantheon Wealth Planning. Her professional heart is found in creating long-lasting relationships that lead to helping to provide

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John Nejedly

John Nejedly

Sales Assistant

john@pantheonwp.com

The Professional John is a motivated professional with an extensive background in multiple industries. His strengths lie in analysis and operations management. His commitment to excellence and proven knowledge of customer service...

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