Sheri Pan Email & Phone Number
CEO and Founder, CERTIFIED FINANCIAL PLANNER™, CFP® with Masters in Taxation @ Pantheon Wealth Planning
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Sheri Pan Location
- San Jose, CA, US
Sheri Pan Work
- 2013 -now CEO and Founder, CERTIFIED FINANCIAL PLANNER™, CFP® with Masters in Taxation @
- 2005 -2012 CFO and CERTIFIED FINANCIAL PLANNER™, CFP® @ Turning Leaf Financial Group
- 2002 -2005 Financial Planner | Partner @
- 2001 -2002 Postal Consultant @
Sheri Pan Education
- Golden Gate University
Master of Science in Taxation (Tax Law)
2007-2011 - UC Davis
Bachelor's degree (Business/Managerial Economics)
1997-2001 - Clovis West High School | Fresno, California
Sheri Pan Summary
- Sheri Pan, based in San Jose, CA, US, is currently a CEO and Founder, CERTIFIED FINANCIAL PLANNER™, CFP® with Masters in Taxation at Pantheon Wealth Planning. Sheri Pan brings experience from previous roles at Turning Leaf Financial Group, WellSpring Financial and Pitney Bowes. Sheri Pan holds a 2007 - 2011 Master of Science in Taxation in Tax Law @ Golden Gate University. Sheri Pan has 1 emails and 1 mobile phone numbers on RocketReach.
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