A veteran of the financial services industry, Thanhha Ha helps individuals, families, and professionals strengthen their total financial confidence.
In addition to working with investors in all stages of life, she also helps small business owners strengthen their independence. By taking a holistic approach to planning, she provides clarity and objective advice that allows clients to enjoy the things they value most. She uses the principles of Return on Life to help clients focus on non-financial goals as well as financial ones in order to achieve balance in life and financial freedom. While keeping relationships at the heart of the firm, Thanhha builds lasting partnerships and walks beside clients throughout their financial journey.
Prior to establishing Pinecrest Financial, Thanhha enjoyed a successful career as a software engineer and worked at leading firms such as Alcatel/Lucent, DSC, and IBM. As a financial advisor, she draws on extensive background to help clients in all industries make wise investment decisions and build successful wealth management strategies that support purposeful living toward their most fulfilling personal goals. Upon entering the financial services industry in 2007, she joined Morgan Stanley before becoming an independent advisor with Cambridge Investment Research in 2010.
Thanhha adheres to a disciplined planning process and holds her FINRA Series 7, 66 & 31 registrations along with her Life and Health Insurance licenses. Outside of the office, she enjoys traveling, cooking with her family, and ballroom dancing with her kids.
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