Jae W. Ha, ChFC®, CRPS®

Jae has been serving in the financial services industry since 1998. As an experienced wealth management advisor and financial planner, he specializes in creating plans for successful business owners and families.

Jae employs a comprehensive approach to develop a wealth blue print for his clients according to their goals and needs. Jae believes great financial success comes from not only managing money but understanding each client's unique situation and how to navigate the ups and downs in their life's journey.

Jae is actively involved in his community. Jae has served as the vice president of Midwest Korean Junior Chamber Association (Jaycees) and as a board member of the Korean American Association of Chicago. Jae also volunteers as Sunday school teacher and a choir member for his church.

Jae graduated from DePaul University in Chicago with B.S. degree in Accounting. He is a Chartered Financial Consultant® (ChFC®) and a Chartered Retirement Plan Specialistsm (CRPS®). Jae has been living in the metro Chicago area more than 20 years with his wife and two sons.
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