Operations

Fanny Fan

Senior Paraplanner

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...

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...

Kimi Lin

Marketing Operations Manager

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

Rumi Shiraki

Administrative Assistant

4084048282

rumi@pantheonwp.com

Rumi Shiraki brings five years of experience in the insurance industry and holds a Bachelor of Science in Business Administration from Cal State East Bay. Her background blends practical industry knowledge with a strong academic...

Operations

Fanny Fan

Fran Chen

Kimi Lin

Rumi Shiraki

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