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Sheri Pan, CFP ®, Master in TaxationCA Insurance Lic#: 0D73163   

Sheri Pan, CFP ®, Master in Taxation
CA Insurance Lic#: 0D73163   

Founder and CEO

The Professional

Sheri chose the financial planning industry because she enjoys creating tailored solutions for each client based on their unique personal and professional financial goals. Her skills are most beneficial to affluent doctors, small business owners, and other high-income earners who want to retain their hard-earned wealth and preserve their assets. As a CERTIFIED FINANCIAL PLANNER™ with a Master of Taxation degree, she integrates important tax planning strategies into traditional financial planning and wealth management to help them pursue these goals.

Sheri is passionate about small business owners because of her upbringing in an entrepreneurial environment. Starting at a young age, she helped her father with his import-and-export business, which grew from a small company with no employees to a successful 400-employee operation. When Sheri and her mother immigrated to the United States, she helped her family complete their first real estate purchase, which evolved into assisting her in managing multi-family properties. In college, Sheri interned at large brokerage firm where she experienced the bubble firsthand.

These profound life events, along with over two decades of experience in the financial industry, have taught Sheri that financial planning and management is about much more than choosing the right stocks. Financial planning is for life—and it should be based on comprehensive, adaptable plans that serve clients through each stage of life. Most importantly, Sheri enjoys seeing her clients achieve true happiness and allowing them the opportunity to pass on their wealth to the next generation.

The Person

Sheri was born in Taiwan and moved to California in 1991. Her time away from work is spent with her 3-year-old daughter, Jeilani, and she enjoys traveling whenever possible. Her talents extend far beyond financial planning, as this self-described foodie creates dishes from various cuisines in the comfort of her own kitchen.

She is the board member of her favorite charity, Silver Lining Missions, and is also a past President for the Financial Planning Association® Silicon Valley Chapter.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.