Paul Ha

Paul Ha is an Advisory Analyst at WMS Partners. Prior to joining WMS Partners, they worked as a support financial advisor at Klauenberg Retirement Solutions, where they input client data into eMoney and prepared preliminary financial planning recommendations. Paul also participated in client meetings with lead advisors and drafted educational summary review emails that included actionable items highlighting their next steps and what they should expect moving forward.

Ha has also worked as a sales intern at State Farm and an analyst at Wheaton College Student-Managed Investment Fund. Paul has a degree in finance from Wheaton College.

Paul Ha has a Bachelor's degree from Wheaton College in Business Economics and is currently taking CFP Coursework at Kaplan University.

Paul Ha reports to Todd M. Wickwire, CEO. Paul Ha works with Zakia K. Weber - Financial Advisor, David Citron - Senior Relationship Advisor, Co-Founder & Shareholder, and Nate Allen - Senior Financial Advisor, Private Debt & Equity Committee Chairman.