Home Site Map Contacts
Attorneys/Planners:
Tim Voorhees, JD, MBA, AEP® (Principal)Mark Ziebold, JD, LLM (Principal)Evan Pan, MBA, CFAJames Tam, Financial Planner*David Holaday, ChFC, CAPGreg Trump, CFP®Yueyao Li, CFA, Financial Planner*
Case Managers:
Lara JohnstonStacy SopataDarryl SopataDavid HanMonica GilbertValerie Dimalanta
Operations Team:
Janie HarrimanLisa Dau
 

For more information about our staff with each entity, please visit:
Family Office Insurance Services
Family Office Law
Family Office RIA (TEAMS/PGA)
Family Office Foundation
Family Office General Counsel
Family Office Tax Plans
 

Chief Investment Officer
650 Town Center Drive
Suite 890
Costa Mesa, CA 92626
Direct: 949-878-9410
Email: Evan@T-E-A-M-solution.com

Evan Pan, CFA, MBA

Evan has more than 20 years of world-class investment experience. He is a Chartered Financial Analyst and a member of the CFA Society of Los Angeles. Evan holds a Bachelor of Science degree in Economics from the University of California, Irvine and a Master of Business Administration from UCLA Anderson.

Evan oversees the Family Office RIA financial planning process. Working as part of a team of 3 Chartered Financial Analysts (CFAs), Evan helps illustrate lifetime cashflows and inheritance projections in light of different tax and financial assumptions. This helps clients anticipate how much wealth can be transferred to family members and/or favorite charities while clients maintain all necessary lifetime cashflow.

Evan has served from 2014 to present as the Chief Investment Officer for The Fuller Foundation. From 2009 through March of 2014, Evan was Director of Investments, Public Markets, at the California Institute of Technology (Caltech) endowment where he oversaw the fund's public markets portfolio, investment strategy, asset allocation and risk management. Prior to his time at Caltech, Evan was an Investment Associate and Senior Currency Trader at Dimensional Fund Advisors. Evan previously spent nine years at Pacific Investment Management Company (PIMCO) where he was a Vice President within the Global Fixed Income portfolio management group. He worked overseas in PIMCO's Sydney, Singapore and Tokyo offices as Head of Risk Management Asia.










U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.