Sheri Pan, CFP ® Master of Taxation. CA Insurance Lic#: 0D73163
Founder and CEO
John Nejedly CA Insurance Lic#4152879
LPL Financial Planner
Client Relationship Manager
At our core, Pantheon Wealth Planning is dedicated to serving our diverse clientele with extreme care and the utmost compassion. Whether you’re beginning your business or nearing retirement, we have the experience to help you pursue your financial goals.
Just as the Pantheon is a symbol of strength and endurance, Pantheon Wealth Planning is committed to long-lasting relationships. Our pillars present a sensible, prudent, and innovative foundation for wealth management. And, we are here to support you as you focus on your future.
At Pantheon Wealth Planning, we utilize resources from Mariner Advisor Network’s Portfolio Consulting Team in order to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we are able to devote more time to you, our valued clients.
Managing Partner & Chief Investment Officer, Mariner Advisor Network
Vice President, Portfolio Consulting & Analytics, Mariner Advisor Network