Hai Dang, Cpfa Email & Phone Number

Hai has been in the financial services industry since 1997. Prior to joining Rockefeller in 2021, he spent 10 years with Merrill Lynch Wealth Management. Hai’s primary focus is on developing wealth management strategies and plans for high net worth individuals, their families and their businesses to help put them on a path towards reaching their goals. Hai is committed to providing customized wealth management solutions to all of his clients.• First, he takes the time to meet with clients to understand and review their current financial situations and establish their preferences and goals.• Second, he puts together suggested guidance for asset allocations designed to reflect each client’s income and expectations regarding future value creation.• And finally, he is consistently in touch with his clients regarding their current plan and potential opportunities.Hai graduated from the University of California, Los Angeles with a Bachelor of Arts in Economics, and earned an M.B.A. from The Paul Merage School of Business at the University of California, Irvine. During his spare time he is a classroom volunteer for Junior Achievement of Orange County. He and his wife reside in Irvine, with their two children. Hai enjoys spending time with his friends and family, and playing tennis.

Listed skills include Wealth Management, Retirement Planning, and Portfolio Management.