–News Direct–
Financial Gravity Companies, Inc. (OTC: FGCO) (Financial Gravity) Gravity welcomes Sabina Pan, CPA, MBA, CFF, aboard as a Family Office Director.
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 Masters degree in Business Administration from INSEAD along with a Bachelors in Accounting from Golden Gate University. She is a Certified Public Accountant, a Certified Financial Fiduciary, and a Certified Financial Planner candidate.
She has professional experience in public accounting firms, multi-national companies, and not-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.
As a Family Office Director, Sabrina is responsible for prescribing advanced tax solutions and ensuring her network of partners fill those solutions with fidelity to her plan. She relies on the experts at Financial Gravity, Inc., a true partner — not just a vendor — who helps her deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management.
On why she decided to work with Financial Gravity, Sabina shared, The clientele increasingly need answers to questions that are beyond traditional and simple tax planning. They are looking for more holistic financial guidance that is beyond the short-term horizon. Additionally, a one-stop shop set up for their financial well-being will be ideal for them to get all their needs met, given their busy schedule. Lastly, they trust CPA for our fiduciary inclination. We are looking for a strategic partner that can help augment what we are already doing to serve our clients better and deepen our relationships with them.
Financial Gravity CEO Scott Winters shared, We are excited to have Sabina join us at Financial Gravity. We both
Agree that holistic planning and focusing on a client's long-term goals is extremely important..
About Financial Gravity Companies, Inc.
Financial Gravity Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. We help tax professionals evolve from the commoditized business of tax compliance to a Family Office Director that runs and manages their own multi-family office. Family Office Directors are able to leverage the Financial Gravity systems, technology, proprietary resources, and deep domain expertise to bring an elevated and holistic financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation. For more information about Financial Gravity Companies, Inc., please visit https://financialgravity.com.
Forward-Looking Statements
This press release contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert, or change any of them and could cause actual outcomes and results to differ materially from the current expectations. No forward-looking statement can be guaranteed. Forward-looking statements in this press release should be evaluated together with the many uncertainties that affect Financial Gravity's business, and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.
Contact Details
Scott Winters
+1 800-588-3893
scott.winters@financialgravity.com
Company Website
View source version on newsdirect.com: https://newsdirect.com/news/financial-gravity-welcomes-new-family-office-director-sabina-pan-635292994
Financial Gravity Companies, Inc.
COMTEX_442475396/2655/2023-10-26T05:59:41
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