Pantheon Wealth Planning is a financial planning and wealth management firm serving business owners and high-income earners. Based in San Jose, California, the firm helps clients develop financial strategies for their personal and professional lives, with an emphasis on supporting long-term goals and legacy planning. Its stated approach combines integrated strategies with proactive reviews, responsive guidance, and collaboration with clients’ CPAs and other professionals.

The firm’s services and educational resources address topics including estate strategy, Social Security, capital gains, and inflation. Pantheon also offers articles, e-books, tools, and market updates, along with resources on retirement planning, identity theft, and balancing the financial needs of multiple generations. Prospective clients can request a consultation or contact the firm by phone or email.

Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA and SIPC. Financial planning may be offered through Pantheon Wealth Planning as a separate entity. Financial professionals are limited to conducting business with residents of states where they are properly registered or licensed.