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Upcoming Events

2024 Market Outlook - Online

2024 Market Outlook - Online

DATE: 2/2/2024 via ZOOM

Please join us for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.

Financial Education Workshops

Financial Education Workshops

A series of in-person or online workshops designed to provide financial education, resources and tools to improve your money management skills for increased financial well-being.

Sign Up for our future seminars and workshops

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About Your Instructor

About Your Instructor

Sheri Pan, CFP® practitioner, is a Registered Representative with, and securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC.  Sheri earned a Master’s degree in Taxation from Golden Gate University. 

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.