Broker Check

Operations

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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The Professional 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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Jennifer Truong

Administrative Assistant

The Professional Jennifer earned her degree in political science and minor in economics and Asian American studies from UC Irvine. After graduation, her desire for a meaningful career where she could help others led her to Pantheon...

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