Founder and CEO
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....
Ellen Lau is a CERTIFIED FINANCIAL PLANNER™, and she is passionate about helping people make sound financial decisions. She takes the time to understand each client’s financial and life goals, and provides...
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...