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Client Manager

Ha Nguyen, CFP®

Professional Background

Ha is a Client Manager at Columbia Pacific Wealth Management. She is responsible for day-to-day portfolio management, including asset allocation, portfolio rebalancing, investment research, trading and operational matters for clients. Ha has spent more than 10 years in the financial services industry. She is also a Certified Financial Planner™.

About

Ha graduated from the University of Washington with a bachelor’s degree in business administration. Outside of work, she enjoys traveling, spending time with family and friends, exploring new restaurants in Seattle, and discovering the beauty of the Pacific Northwest.

Influencer

"Prediction is very difficult, especially if it's about the future."

– Nils Bohr (Nobel Laureate in Physics)