Broker Check

Wealth Advisor

John Nejedly CA Insurance Lic#4152879

LPL Financial Planner

john@pantheonwp.com

The Professional John is a motivated professional with an extensive background in multiple industries. His strengths lie in analysis and operations management. His commitment to excellence and proven knowledge of customer service...

Read more

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

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....

Read more

Have a Question

Thank you!
Oops!