Family Office Director - Sabina Pan — Family Office Director

Sabina Pan CPA, MBA, CFF

Sabina L. Pan is the founder and principal of Bay CPA Plus, a dedicated advisor to investors, entrepreneurs and small business owners. She holds a Master’s degree in Business Administration from INSEAD along with a Bachelor’s in Accounting from Golden Gate University. She is a Certified Public Accountant, a Certified Financial Fiduciary®, and Certified Financial Planner® candidate.

She has professional experience in public accounting firms, multi-national companies, and non-for-profit organizations. She is the author of two finance books:

“What Intelligent Business Owners Know – 10 Tried and True Ways to Save Your Business Thousands of Dollars” and “What Intelligent Investors Know – Top 10 Expensive Tax Mistakes To Avoid”.

This varied professional background gives her a unique perspective in advising clients on how to grow their businesses and build personal wealth. She is also a business coach for start-ups and not-for-profits.

Outside of her work, Sabina is a wine connoisseur and trained pastry chef from Le Cordon Bleu Paris.

Ashley Winters

Ashley literally grew up in the financial services industry, the daughter of a husband-and-wife team of entrepreneurs with decades of combined experience, both in broad-based solutions and in fintech. By the time she turned 21, she was already seasoned in operations, administration and asset allocation. Ashley is also deeply steeped in the distribution of financial solutions via turnkey asset management platforms, having been liaison to dozens of broker-dealers, RIAs, and CPAs. This wealth of experience combines beautifully with her can-do personality, allowing her to forge strong and lasting personal connections. A great listener, Ashley is dedicated to the best interests of every client she serves. She holds her Series 65 and Texas Life and Health Insurance license.

Michelle Simpson

Jill Henderson

Jill Henderson has been working closely with Advisors for over 20 years overseeing all aspects of the advisory services side of the business where she trains and supports the advisors on the wealth management platforms, programs, and services offered through the RIA. In addition, Jill has worked closely with the Chief Compliance Officer where she has helped develop and monitor ongoing policies and procedures. She currently holds her Series 7, 66, and 24 licenses.

Ed Lyon, J.D.

Ed Lyon earned his Bachelor’s from Hamilton College and his JD from the University of Cincinnati College of Law, where he served as Executive Editor of the University of Cincinnati Law Review. He has nearly three decades experience in the tax and financial services industries, where he focuses on helping business owners take advantage of the tax code’s legal “green lights” to pay less. He’s the founder and CEO of the Tax Master Network (previously TaxCoach Software) and currently serves as Chief Tax Strategist for Financial Gravity companies.

Dr. William R. Nelson, Ph.D.

Dr. William R. Nelson is an expert in asset management and the associated technology. As the Co-founder and Chief Investment Officer of EQIS Capital Management, Inc. for over a decade, he was instrumental in the development of technology including their proposal generation system, reporting system, and Mutual Fund Stress test.

Dave O'Rourke

Dave is President of Financial Gravity Asset Management. FGAM creates and delivers Active, Passive and Hybrid investment portfolios using its proprietary Real Risk System. FGAM is also a turnkey asset management platform that automates bespoke IPS creation in the context of the investor’s maximum loss exposure. In addition, FGAM provides Incomizeⓒ, an application that features FGAM’s proprietary Time Optimized Planningⓒ.

Kaili Winters

Kaili Winters brings a wealth of experience in the financial services industry to Financial Gravity. She specializes in helping ensure regulatory adherence and risk management. Kaili navigates complex regulatory landscapes with precision, helping ensure that her firm and clients remain compliant with ever-evolving regulations. She is adept at developing and implementing compliance policies and procedures, conducting audits, and providing training to help ensure a culture of compliance throughout the organization. Kaili’s dedication to upholding the highest ethical standards and keen attention to detail will be invaluable assets in safeguarding Financial Gravity’s reputation and our clients’ interests.

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Sabina Pan

866-860-3880

303 Twin Dolphin Drive, #600, Redwood City, CA 94065

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