Daniel Pan

Background

About Daniel Pan

How do you bring harmony to your financial life so that your assets are working as efficiently as possible toward your goals? It’s hard to find a single point of contact that can coordinate your financial planning, investment, personal business, family governance and legacy building needs in a tax-efficient nature. You’ll find it with Alex.Brown/Raymond James. No matter how complex your life and needs may be, we’re here to help deliver a truly comprehensive wealth plan for you and your family. Fiduciary duty and customer satisfaction are at the core front of Alex.Brown’s values. We are transparent, responsive, forward-thinking stewards of our client’s financial lives. As a Chartered Financial Analyst (CFA), I am part of an organization that has championed ethics in the investment profession, setting the highest possible ethical standards for professionals around the globe. Clients are treated like family, because that’s really what it’s about! On a personal note, I live in central New Jersey with a wonderful wife and two great (but polar opposite) kids. I help coach my son’s football and baseball teams, serve on several volunteer committees including the Somerville ELKS, Somerset County Fish & Game Protective Association and Sigma Alpha Mu Tri-State Alumni Group.