Mason Investment Advisory Services
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Jason Pan

Financial Planner

Jason Pan, CFP®, CIMA®, Financial Planner, 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.