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 

Joel Gourdin, CAIA®
Vice President, Portfolio Consulting & Analytics
The Financial Services 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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Sheri Pan, CFP ®, Master in 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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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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May-Inn Tan, CFP®
CA Insurance Lic #0E70176 

Wealth Planner

408) 404-8282

mayinn@pantheonwp.com

May-Inn is a CERTIFIED FINANCIAL PLANNER™ focusing on comprehensive financial planning including retirement planning and investment management. She is passionate about helping people optimize their financial...

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