Rumi Shiraki brings five years of experience in the insurance industry and holds a Bachelor of Science in Business Administration from Cal State East Bay. Her background blends practical industry knowledge with a strong academic foundation, equipping her with organizational expertise, clear communication, and a client-centered approach in her role as Administrative Assistant at Pantheon Wealth Planning.
Rumi thrives in environments where collaboration and attention to detail make a difference, and she is dedicated to supporting both clients and advisors with efficiency and care.
Beyond her professional role, Rumi enjoys staying active through gym training, Pilates, and yoga. She has a love for travel, with Hawaii and Malaysia among her favorite destinations, and often finds fresh perspectives from personal development books such as Atomic Habits.
*Not registered with LPL Financial