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WH

Watts Ha

Divisional Leader, West @EP Wealth Advisors

San Francisco, CA, US

EMAILS

w•••@epwealth.com

MOBILE NUMBERS

+19•••••••58

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WORK HISTORY

Jul 2023 — Present

Divisional Leader, West @EP Wealth Advisors

US

SKILLS

Asset AllocationMutual FundsRisk ManagementPortfolio ManagementHedge FundsRetirement PlanningFinraFinancial AdvisoryUniform Combined State LawSeries 7Series 65Series 6InsuranceSeries 24Investment StrategiesAlternative InvestmentsWealth ManagementInvestment AdvisoryInvestmentsFinancial PlanningOptionsEquitiesSeries 63IrasWealthAsset ManagementSecurities401kFixed IncomeInvestment ManagementRetirementBondsStrategic Financial PlanningFinancial ServicesRelationship ManagementWealth Management Services

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ABOUT WATTS HA

Seasoned leader of Financial Professionals and Managers I am dedicated to helping…

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