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Fran Chen

Fran Chen

Office Manager

The Professional

Fran brings a wealth of expertise and knowledge to Pantheon Wealth Planning. Her past experience as an employee for top-tier banking firms, such as Citi Bank, Bank of America, and Union Bank, gave her the unsurpassed skills to execute friendly, efficient service in a fast-paced and fluid environment.

Fran is a significant and reliable resource for Pantheon’s clients. She handles complex issues with professionalism and proficiency. Fran embraces and enjoys her role, which enhances client service and streamlines operational processes. She also supervises account servicing, trains staff, maintains the advisor calendar, and manages accounts receivable.

The Person

A mother of two, Fran spends her free time volunteering at her children’s schools and at her church. Her family loves to travel overseas, learning about cultures around the globe. In addition to socializing with friends and family, Fran enjoys reading and outdoor activities.

These are a few of Fran’s favorite things:

Food/Snack: Chocolate          

Beverage: Boba milk tea

Restaurant: Japanese 

Season/Holiday:  Spring and Christmas

Store: Any store that has cute stuff   

Music: Smooth and easy

Movie: Life is Beautiful          

Pastime: Sleep and spend time with family and friends

Color:  Yellow 

Author/Book: Parenting books

Sport: Zumba / Yoga  

Flower: Tulip

Travel/Vacation Spots: Japan and places that have less tourists

 Quote: “You only live once, but if you do it right, once is enough.” ~ Mae West