About

Eric Pan

My Story

Born and raised in NYC, I'm a first-generation American. My parents immigrated to the US from China with no money, working multiple jobs to make ends meet while we grew up on a low income. Witnessing their struggles with long hours at odd jobs motivated my entire career - I never wanted to be in that position and wanted to retire my parents.

My Wall Street Experience

With nearly a decade of experience in the financial industry, I bring real-world expertise that most finance creators lack:

  • State Street: Started my career at the creator of the ETF

  • Hedge Fund: 3 years managing institutional investments

  • Betterment: 3 years at the largest robo-advisor

  • Crypto Industry: 2 years in digital asset management

  • Finance Education: Studied finance in undergrad

I've witnessed clients make hundreds of millions and understand what truly works in wealth building.

Why I Do This

Money became my tool - not to get ultra-rich, but to understand it well enough to achieve financial freedom. Growing up poor taught me the value of financial security. Now I help others avoid the fragmented, confusing information out there by providing clear, step-by-step guidance based on real Wall Street experience.

What Makes Me Different

While other finance creators may lack real-world experience, I provide nearly a decade of Wall Street expertise brought to regular people. My approach focuses on sound fundamental investing - no gambling, no risky "degen" strategies, just proven wealth-building principles.