Jason Pan

Lead Planner

Jason is a Lead Plannner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 7 years of experience in the financial industry. Prior to joining Facet, Jason has had a variety of retail banking roles at M&T Bank and advised clients at 2 independent financial advisory firms in the Washington D.C Metro Area. He has a passion for financial literacy and helping people achieve their goals. Outside of work, Jason enjoys traveling, hiking, gardening and playing golf.

Education: University of Rochester (BA)

"Do not let what you cannot do interfere with what you can do.” – John Wooden

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Get to know Jason

A very windy day at Qixingtan Beach with my mom (my go to travel buddy) by her hometown in Taiwan.

Almost at the peak of Mount Ngauruhoe (Mount Doom in Lord of the Rings) in New Zealand.

After my favorite meal in Paris with chef Alain Passard.

Glacier point in Yosemite (we unfortunately weren’t lucky enough to get permits for half dome). A bucket list item is to visit every national park!

What's the best meal you've ever had?

Sushi Nakazawa in NYC. I can never get enough sushi!

Where's your favorite place in the world?

Istanbul, Turkey. It’s such a crossroads of civilizations and cultures.

What's your secret talent that no one knows about?

Planning spontaneous international travel. I booked my first trip to Japan about a week in advance!

What's your favorite movie?

Good Will Hunting. How do you like them apples?