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Financial GravityCompanies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomesSabina Pan, CPA, MBA, CFF, aboard as a Family Office Director.
Sabina L. Pan is thefounder and principal of Bay CPA Plus, a dedicated advisor toinvestors, entrepreneurs, and small business owners. She holds aMaster’s degree in Business Administration from INSEAD along with aBachelor’s in Accounting from Golden Gate University. She is aCertified Public Accountant, a Certified Financial Fiduciary®, and aCertified Financial Planner® candidate.
She has professional experience in publicaccounting firms, multi-national companies, and not-for-profitorganizations. She is the author of two finance books: “WhatIntelligent Business Owners Know – 10 Tried and True Ways to SaveYour Business Thousands of Dollars” and “What IntelligentInvestors Know - Top 10 Expensive Tax Mistakes To Avoid”.
This varied professionalbackground gives her a unique perspective in advising clients on howto grow their businesses and build personal wealth. She is also abusiness coach for start-ups and not-for-profits.
As a Family OfficeDirector, Sabrina is responsible for prescribing advanced taxsolutions and ensuring her network of partners fill those solutionswith fidelity to her plan. She relies on the experts at FinancialGravity, Inc., a true partner -- not just a vendor -- who helps herdeliver lower costs, higher tax efficiency, more comprehensivediversification, and more transparent risk management.
On why she decided towork with Financial Gravity, Sabina shared, “The clienteleincreasingly need answers to questions that are beyond traditional andsimple tax planning. They are looking for more holistic financialguidance that is beyond the short-term horizon. Additionally, aone-stop shop set up for their financial well-being will be ideal forthem to get all their needs met, given their busy schedule. Lastly,they trust CPA for our fiduciary inclination. We are looking for astrategic partner that can help augment what we are already doing toserve our clients better and deepen our relationships withthem.”
FinancialGravity CEO Scott Winters shared, “We are excited to have Sabinajoin us at Financial Gravity. We both
Agree that holistic planning and focusing on a client'slong-term goals is extremely important..
About Financial GravityCompanies, Inc.
Financial Gravity Companies Inc., along with itssubsidiary companies, provides investment and tax professionals with aturnkey family office charter. We help tax professionals evolve fromthe commoditized business of tax compliance to a Family OfficeDirector that runs and manages their own multi-family office. FamilyOffice Directors are able to leverage the Financial Gravity systems,technology, proprietary resources, and deep domain expertise to bringan elevated and holistic financial service experience to their clientsthat spans proactive tax planning, retirement and estate planning,wealth management, and risk mitigation. For more information aboutFinancial Gravity Companies, Inc., please visithttps://financialgravity.com.
Forward-LookingStatements
This press release contains forward-lookingstatements as that term is defined in the Private SecuritiesLitigation Reform Act of 1995. Such forward-looking statements arebased on current expectations and involve inherent risks anduncertainties, including factors that could delay, divert, or changeany of them and could cause actual outcomes and results to differmaterially from the current expectations. No forward-looking statementcan be guaranteed. Forward-looking statements in this press releaseshould be evaluated together with the many uncertainties that affectFinancial Gravity's business, and Financial Gravity undertakes noobligation to publicly update any forward-looking statement, whetheras a result of new information, future events, or otherwise.
Contact Details
Scott Winters
+1800-588-3893
scott.winters@financialgravity.com
CompanyWebsite
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