Operations

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

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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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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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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