Broker Check

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 

The Professional Ellen Lau is a CERTIFIED FINANCIAL PLANNER™ and founder of Zen Financial Planning, which recently joined forces with Pantheon Wealth Planning. She is passionate about helping people make sound financial decisions...

Read more

Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio administration. In his role as Vice President of the Portfolio Consulting team, he offers trade and investment support for Network advisors,...

Read more

The Professional 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....

Read more