Sheri Pan
Sheri Pan is a CFP-designated registered investment advisor at Pantheon Wealth Planning, based in San Jose, CA, with 23 years of industry experience. Sheri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 41 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Pantheon Wealth Planning offers ongoing "Concierge Services" for a fixed annual fee, ranging from $1,900 to $15,000. These services include meetings and communication throughout the year to discuss financial planning issues and update the written financial plan as needed.
Pantheon Wealth Planning offers one-time financial planning services for a fixed fee between $1,900 and $15,000. They also offer hourly consultations at a rate of $350 to $600 per hour. The financial plans cover areas like tax strategies, investment management, retirement planning, education funding, insurance, and estate planning.
Location
1798 Technology Dr Ste 200, San Jose, CA, 95110-1320
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sheri sells fixed life, disability, health, and long-term care insurance products as a non-variable insurance agent. She also acts as a trustee for her own revocable trust, spending minimal time on this activity, and provides financial planning and consulting services through Pantheon Wealth Planning, dedicating about a quarter of her time to this.
Employment History
Current Registrations
Pantheon Wealth Planning
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Strategic Wealth Advisors Group
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Pension Planners Securities, INC.Broker
Pension Planners Securities, INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.