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Sabina P
Series 65
Berkley, CA
Financial Gravity Family Office Services, LLC
Sabina Pan is a Series 65-licensed advisor with Financial Gravity Family Office Services, LLC and has four years of industry experience. Prior to joining Financial Gravity in 2024, she worked at Avantax Advisory Services and New Home Professional. She is also the CEO of Bay CPA Plus, a public accounting and tax practice, a role she has held since 2016. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and frequently incorporates third-party sub-advisors and model portfolios.
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