Broker Check

Wealth Advisor

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...

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Sheri Pan, CFP ®  Master of 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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