Team
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
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,...
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.
John Nejedly
CA Insurance Lic#4152879
LPL Financial Planner
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...
Sheri Pan, CFP ®, Master in Taxation
CA Insurance Lic#: 0D73163
Founder and CEO
(408) 404-8200
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....