Colin Pan
SENIOR ASSOCIATE, WEALTH MANAGEMENT
Colin is a Senior Associate of Wealth Management at Choreo, based in the Tysons Corner, VA office. He supports advisors by managing client needs and contributing to the team’s day-to-day operations. Colin holds his FINRA Series 7 and 63 registrations and is focused on expanding his role in financial planning.
Prior to joining Choreo, Colin served as a Paraplanner at Ameriprise Financial, where he partnered with advisors to develop tailored financial plans and prepare detailed analyses and client-ready materials. He also worked as an Investor Relations Associate at Taylor Financial, where he supported capital-raising efforts through financial modeling, pitch deck development, and reporting.
Outside of work, Colin enjoys fencing and playing poker. He is also fluent in Mandarin.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
FINRA Series 7 and 63
EDUCATION
BA, Economics, Leadership, Christopher Newport University
