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We do things different. We do things right.

At Pantheon Wealth Planning, we understand that your financial goals are unique and require a personalized approach. That's why we take the time to get to know you and your financial situation, taking into account your values, goals, and aspirations. Our team of experienced financial professionals is dedicated to helping you create and navigate dynamic financial and tax strategies for today, tomorrow, and generations to come.

Our Core Values

At the core of our business is the belief that financial planning should be a collaborative effort between you and your financial professional. We believe in building long-lasting relationships, supported by a comprehensive understanding of your financial situation and goals. Through proactive communication and accountability, we work together to help you achieve your financial objectives.

Our Services

At Pantheon Wealth Planning, we provide a wide range of services designed to help you manage your finances effectively. From investment management to estate planning, and from retirement planning to tax planning, we have the expertise to help you achieve your goals. Our services include:

  • Portfolio Consulting: We work closely with our clients to build custom portfolios that reflect their unique financial objectives.
  • Wealth Management: We manage your wealth, providing proactive guidance and advice to ensure your financial goals are met.
  • Estate Planning: We help you plan for the distribution of your assets, ensuring your loved ones are protected and your legacy is secured.
  • Retirement Planning: We guide you in planning for your golden years, helping you achieve financial freedom and security in retirement.
  • Tax Planning: We provide strategic tax planning and preparation, ensuring you optimize your tax strategy and minimize your tax liability.
  • Insurance Planning: We help you navigate the complex world of insurance, providing guidance on protecting your assets and securing your financial future.

Who We Serve

At Pantheon Wealth Planning, we understand that everyone's financial journey is unique. That's why we focus on serving individuals and families from all walks of life. Whether you're a small business owner, high-income earner, medical professional, pre-retiree, or retiree, we have the expertise to help you achieve your financial goals.

Our Team

Our team of experienced financial professionals is dedicated to helping you achieve your financial objectives. With expertise in areas such as portfolio management, estate planning, and tax planning, we have the skills and knowledge to help you navigate the complexities of your financial situation. Our team includes:

  • Sheri Pan, CFP, Founder and CEO
  • John Nejedly, LPL Financial Planner
  • Fran Chen, Client Relationship Manager
  • Fanny Fan, Paraplanner
  • Kimi Lin, Administrative Assistant

Our Partnerships

At Pantheon Wealth Planning, we recognize the importance of collaboration and partnerships. That's why we work closely with other professionals in the industry, including CPAs, attorneys, and other financial advisors. We believe that by working together, we can provide a more comprehensive and effective approach to financial planning.

Our Commitment

At Pantheon Wealth Planning, we are committed to delivering exceptional service, professionalism, and expertise in financial planning. We believe in building long-lasting relationships, guided by our core values of compassion, integrity, and dedication to your financial well-being.

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