Goeun Choi has been an investment adviser representative at Buchanan Wealth Management since February 2023, and is not listed among the firm’s executive officers or direct owners. Goeun Choi holds a B.A. in Psychology from Dickinson College.
Buchanan Wealth Management, LLC is a Reston, VA firm with $212M under management, 185 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Goeun Choi is Financial Advisor of Buchanan Wealth Management. She joined the firm as a Client Services Associate in 2018 and transitioned to an Associate Wealth Advisor role in 2023. Before joining, she worked in the nonprofit industry.
Goeun Choi’s longest registration is the current one, 3 years at Buchanan Wealth Management since 2023. Before joining Buchanan Wealth Management in 2023, Goeun Choi was registered through LPL Financial LLC.
- Buchanan Wealth ManagementCurrent– present · 3 yearsReston, VA · Adviser representative · Firm CRD 316629
- LPL Financial LLC– · 2 yearsReston, VA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Buchanan Wealth Management
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Goeun Choi is registered as an investment adviser representative in 2 states. The first approvals date from February 2023; the most recent is Pennsylvania, in August 2026.
- PennsylvaniaSince 10 August 2026
- VirginiaSince 28 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 2018 |
| SIE | Securities Industry Essentials Examination | 22 November 2018 |
| Series 7 | General Securities Representative Examination | 21 November 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- CRD
- 6964788
- Firm
- Buchanan Wealth Management · CRD 316629
- Office
- 11710 PLAZA AMERICA DRIVE, SUITE 2000, Reston, VA 20190
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- buchananwealth.com
Where does Goeun Choi work?
Goeun Choi is an investment adviser representative registered through Buchanan Wealth Management, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Goeun Choi a financial advisor?
Yes. Goeun Choi has a current investment-adviser registration in Pennsylvania and Virginia, through Buchanan Wealth Management since February 2023.
How many years of experience does Goeun Choi have?
Goeun Choi has 7 years in the financial industry, since November 2018, across 2 adviser firms.
What exams has Goeun Choi passed?
Goeun Choi has passed 4 licensing exams: the Series 7, SIE, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2018.
Where did Goeun Choi work before Buchanan Wealth Management?
Before Buchanan Wealth Management, Goeun Choi was registered through LPL Financial LLC, March 2019 to February 2022.
Where is Goeun Choi based?
Goeun Choi’s registered office is in Reston, VA.
Is Goeun Choi registered with FINRA?
No. Goeun Choi has no current broker registration.
Is Goeun Choi a CFP?
Buchanan Wealth Management lists Goeun Choi with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Goeun Choi’s record?
Search CRD 6964788 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Goeun Choi’s full registration record.
