Broker Check

Team

YOUR PERSONAL CFO

Our team believes your dreams can only be accomplished when given the financial freedom to be successful, which is why we are there for you every step of the way. As your personal CFO, we guide with your best interests in mind, always providing up-to-date strategies and informed advice delivered with a human touch. Motivated to stand by your side through all of life’s twists and turns, we are a hand to hold in times of change and a reliable source for sensible planning, prudent asset management, and innovate wealth creation strategies.

 

Wealth Advisor 

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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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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Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer, Mariner Advisor Network

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Pantheon Wealth Planning in how to best leverage investment tools,...

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Joel Gourdin, CAIA®

Vice President, Portfolio Consulting & Analytics, Mariner Advisor Network

As Vice President of Portfolio Consulting and Analytics, Joel leverages the insight and resources of the Portfolio Consulting team to provide guidance to Pantheon on topics of investment alignment, asset allocation and portfolio risk.

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John Nejedly CA Insurance Lic#4152879

LPL Financial Planner

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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Sheri Pan CFP®

SHERI PAN AUTHOR FOR BLOG ONLY
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Sheri Pan, CFP ®  Master of 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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