Jason Pan, CFP^®, CIMA^®

Designations and licenses

Jason is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst®.

Experience and education

Jason provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jason was a financial planner at Mason Investment Advisory Services. Before that, he worked at the Mather Group as a wealth advisor and at Facet Wealth as a financial planner.

Jason holds a bachelor’s degree in financial economics from the University of Rochester.

Personal interests

Away from the office, Jason enjoys golf, pickleball and advocates for Britepaths, a financial education charity.

Jason’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.