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. Wealth planning conversations can sometimes be tricky when identifying the intricate details of a client’s situation. But, Sheri’s upbeat attitude ensures these wealth-planning talks are easy and comfortable. At the same time, she delivers a level of honesty that defines her critical role in their financial matters.
Sheri has nearly two decades of experience in her industry. She is a CERTIFIED FINANCIAL PLANNER™ certificant, with a Master of Taxation degree which allows her to impart knowledge in all areas of financial and wealth planning, asset management, and taxation. Her focus is to build strong and lasting relationships with her clients that foster professional friendships. By doing so, she helps them clearly define goals and build a solid plan that enables them to confidently seek successful financial futures.
Sheri works with high net-worth individuals and families, business owners, executives, and pre-retirees. She’s a specialist in small business succession planning and employee benefit plans. She is skilled at helping people seek comprehensive financial and wealth planning, incorporating in-depth tax advice during their careers, before and after retirement, and while they form estate plans. Her primary role is to act as a personal CFO in helping her clients work toward achieving stress-free and simplified financial portfolio.
Sheri was born in Taiwan and moved to California in 1991. Her talents extend beyond financial planning, as this self-described foodie creates dishes from various cuisines in the comfort of her kitchen. Her time away from work is spent traveling abroad, which has led to a deeper appreciation for the abundance of our nation. While at home, Sheri spends quality time with her friends and her Golden Retriever, Conan the Barbarian.
These are a few of Sheri’s favorite things:
Restaurant: Fine dining
Season/Holiday: Spring and Christmas
Color: Purple and blue
Sport: Zumba, yoga, and hiking
Movie: Somewhere in Time
On her bucket list: To visit Africa and South America