Hai Dang
Private Advisor, Vice President @ Rockefeller Capital Management | MBA
- Role
- Private Advisor, Vice President at Rockefeller Capital Management
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Hai Dang
With over two decades in financial services, including 4+ years at Rockefeller Capital Management, our team focuses on delivering tailored wealth management strategies for high-net-worth individuals, families, and businesses. As a Certified Plan Fiduciary Advisor (CPFA), we emphasize personalized planning and asset allocation to align with client goals and preferences. At Rockefeller, our approach integrates ongoing collaboration, consistent communication, and proactive opportunity identification to support client success. Leveraging expertise in financial planning and advisory, we aim to guide clients toward achieving their financial aspirations with confidence and clarity.
Experience
Private Advisor, Vice President
Rockefeller Capital Management
Feb 2021 — Present · Newport Beach, CA, US
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration - MBA
2010
UCLA
Bachelor's degree, Economics
Skills
- Wealth Management
- Retirement Planning
- Portfolio Management
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