Pan Group

Merrill Lynch Wealth Management
800 E Colorado Blvd
Pasadena, CA 91101
(626) 817-6804
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Pan Group
Merrill Lynch Wealth Management
Welcome

Hello! Based in Pasadena, California, Pan Group at Merrill Lynch Wealth Management is a team of financial advisors who work exclusively with high net-worth clients, from individuals and their families, to corporate retirement plans and family foundations. The group offers clients a wide range of services including Portfolio Management, Asset Allocation, Risk Management, Wealth and Retirement Planning, Education Planning, Estate Planning Services, Liability Management, and Asset Preservation. The team prides itself on its integrity, trust, and client satisfaction.

Recognition
Katie Pan
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Katie Pan,

CIMA®, CPFA™, CRPC™, CRPS™

Senior Vice President, Wealth Management Advisor
626.817.6804
Marvin Tsao
Financial Advisor
626.356.2085
Cova Mak,

CRPC™

Relationship Manager
626.817.6889
Ashley Hernandez
Wealth Management Client Associate
626.817.6838
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Grace Chung
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637495
Peter Schintzler
Associate Investment Advisory Specialist
Merrill
Merrill Lynch Logo
Cindy Chau
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.