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

Senior 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...

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...

Jeremy Olen, CFA®

National Managing Director, Mariner

Jeremy is a national managing director at Mariner and leads the firm’s independent portfolio management and consulting team. Prior to joining Mariner, Jeremy established and managed a natural resource hedge fund, Stowe Partners LLC....

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

Kyle Chuang, CFP® CA Insurance Lic#: 0F11935

Financial Planner

4084048282

kyle@pantheonwp.com

Kyle Chuang brings close to 20 years of experience in the insurance industry, where he worked closely with individuals, families, and business owners to address their coverage and planning needs. Building on this foundation, Kyle...

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...

Sheri Pan CFP®

SHERI PAN AUTHOR FOR BLOG ONLY

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....

Meet Our Investment Committee

Meet Our Operations Team