Wealth Advisor

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

Founder and CEO

(408) 404-8282

(408) 404-8200


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....

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May-Inn Tan, CFP®
CA Insurance Lic #0E70176 

Wealth Planner

408) 404-8282


May-Inn is a CERTIFIED FINANCIAL PLANNER™ focusing on comprehensive financial planning including retirement planning and investment management. She is passionate about helping people optimize their financial...

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