![Paul Ha](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Paul Ha is an Associate Wealth Advisor at HB Wealth Management LLC (GA).
As an Associate Wealth Advisor, he supports the advisory team in areas such as cash flow analysis, investment management, and holistic financial planning.
He plays a key role in helping ensure that clients’ financial strategies are well-coordinated and aligned with their goals.
His attention to detail and understanding of clients’ needs support the delivery of timely and strategic financial guidance.
He joined HB Wealth in January 2025 after working with WMS Partners since June 2021.
Prior to joining HB, he was a Support Financial Advisor with Klauenberg Retirement Solutions.
He holds a Bachelor’s degree in Business & Economics from Wheaton College.
He is also a Certified Financial Planner professional.
Aktive Positionen von Paul Ha
| Unternehmen | Position | Beginn |
|---|---|---|
HB Weath Management LLC (GA)
 HB Weath Management LLC (GA) Investment ManagersFinance HB combines their core principles of investment management with a personalized approach to portfolio construction to target superior risk-adjusted returns aligned with clients' family goals. The firm considers the client's specific goals, risk tolerance, and capital market outlook when directing assets to investments. | Analyst-Equity | 01.01.2025 |
Ehemalige bekannte Positionen von Paul Ha
| Unternehmen | Position | Ende |
|---|---|---|
WMS Partners LLC
 WMS Partners LLC Investment ManagersFinance WMS builds customized portfolios for clients using an open-architecture approach of best-in-class investments—public and private, active and passive, traditional and alternative. The firm generally favors low-cost passive or index strategies unless there are active managers who they are confident can outperform. | Analyst-Equity | 01.01.2025 |
Ausbildung von Paul Ha
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
5
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS builds customized portfolios for clients using an open-architecture approach of best-in-class investments—public and private, active and passive, traditional and alternative. The firm generally favors low-cost passive or index strategies unless there are active managers who they are confident can outperform. | Finance |
Wheaton College (Illinois)
 Wheaton College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HB Weath Management LLC (GA)
HB Weath Management LLC (GA) Investment ManagersFinance HB combines their core principles of investment management with a personalized approach to portfolio construction to target superior risk-adjusted returns aligned with clients' family goals. The firm considers the client's specific goals, risk tolerance, and capital market outlook when directing assets to investments. | Finance |
