John Nejedly
CA Insurance Lic#4152879
LPL Financial Planner
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...
Sheri Pan, CFP ®, Master in Taxation
CA Insurance Lic#: 0D73163
Founder and CEO
(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....