Cfp® Chrissy Pan

Chrissy Pan, CFP®, is a Financial Planning Analyst at Bahl & Gaynor Investment Counsel since January 2022, focusing on high net worth relationships and financial planning initiatives such as cash flow projections and retirement strategies. Prior experience includes serving as a Private Wealth Management Associate at U.S. Bank, where comprehensive wealth services were delivered to affluent clients, and roles as a strength training and bootcamp instructor at The Barre Code and Miami University, showcasing a commitment to fitness and health. Chrissy holds a Bachelor of Science in Finance and Marketing from Miami University and has undergone a study abroad program in Luxembourg, enhancing a well-rounded educational background.