Keri Pankow is a senior wealth strategist at CIBC Private Wealth in the San Francisco, Newport Beach and Denver offices with over 10 years of industry experience. In this role, she works closely with clients and their team of advisors to develop and implement comprehensive wealth transfer strategies as part of CIBC Private Wealth’s integrated wealth management process.

Prior to joining the firm, Keri was an attorney at Plageman, Lund & Cannon LLP, where she practiced in the areas of estate planning, trust and estate administration and taxation. Keri prepared comprehensive estate plans for and advised clients on wealth planning, transfer tax strategies, trust administration, property tax planning and business succession planning. Previously, she practiced civil litigation before shifting her focus to estate planning.

Keri earned a Bachelor of Science in Management from the A.B. Freeman School of Business at Tulane University as well as a Juris Doctor degree and a Master of Laws (LL.M.) in taxation from New York Law School. Keri is admitted to the California and New York bars and is a member of the San Francisco Estate Planning Council. She was also awarded the Accredited Estate Planner® (AEP®) designation in 2025 by the National Association of Estate Planners & Councils.