Wealth Advisor

Sheri Pan, CFP ®, Master in Taxation   

Founder and CEO

(408) 404-8282

(408) 404-8200

sherip@pantheonwp.com

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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Ellen Lau, CFP®, MBA

Wealth Planner

(408) 404-8282

(408) 404-8200

ellen@pantheonwp.com

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...

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May-Inn Tan, CFP®

Wealth Planner

408) 404-8282

mayinn@pantheonwp.com

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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