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San Francisco 3 Embarcadero Center, Suite 1600 San Francisco, CA 94111
This professional also serves clients in Newport Beach
Keri L. Pankow
Senior Vice President
Keri Pankow is a senior wealth strategist at CIBC Private Wealth in San Francisco and Newport Beach, with over 5 years of industry experience. In this role, she works closely with relationship managers and clients to develop and implement estate and wealth transfer strategies as part of the firm’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 degree in business from Tulane University, and a Juris Doctor degree, as well as a Master of Laws degree in taxation from New York Law School.
Representing CIBC Private Wealth Group, LLC.
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