Financial Planning Associate
Jason Pan, CFP®, CIMA®, joined Mason in November 2022.
- Bachelor of Arts in Financial Economics, University of Rochester.
- Previous experience includes serving as a Wealth Advisor with The Mather Group, Facet as a Lead Planner, and SBSB as a Client Advisor.
In his spare time, Jason enjoys spending time working out, golfing, and playing table tennis.