
Member Bio
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Hi, I’m Jim Pan, a fee-for-service financial planner and owner of Panorama Financial Planning. I help established incorporated professionals and business owners build financial plans with honest and unbiased advice. Why? Two reasons:
1. I’ve seen too many people who were sold financial products with hidden fees instead of getting real advice, leading to costly mistakes, and
2. I had personal experience where trust was violated due to lack of transparency from my mentor, leading to life altering consequences.
I want to be the change that deliver unbiased advice to people that simply works for them with honesty and transparency.