John Han

John Han Email and Phone Number

Private Wealth Management and Financial Planning @
John Han's Location
Campbell, California, United States, United States
About John Han

Your goals and aspirations, the way you live your life and the manner in which you hope it unfolds will evolve with time. Over the course of your life, change is the only constant. Sometimes we choose to retire sooner or give gifts to people we care about. Other times, whether it's higher inflation or a change in the tax code, we don't have a choice. Whatever the cause, understanding how we should adapt to these changes while staying on course is the greatest challenge for every one of us in our financial lives. Our firm was established with one goal in mind: help people make better financial decisions.

John Han's Current Company Details
Foothill Wealth Advisors

Foothill Wealth Advisors

Private Wealth Management and Financial Planning
John Han Work Experience Details
  • Foothill Wealth Advisors
    Managing Director
    Foothill Wealth Advisors Oct 2023 - Present
  • Goldman Sachs Personal Financial Management
    Vice President
    Goldman Sachs Personal Financial Management Jul 2019 - Oct 2023
    Investment Advisory services offered by United Capital Financial Advisers, LLC, a Goldman Sachs company.
  • United Capital Financial Advisers, Llc
    Wealth Adviser
    United Capital Financial Advisers, Llc Jul 2014 - Jul 2019
    San Jose, Ca
    United Capital brings together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital Financial Advisers has more than $10 billion in assets under management with 48 offices around the country.
  • Beacon Pointe Wealth Advisors
    Vice President
    Beacon Pointe Wealth Advisors Sep 2011 - Jul 2014
    San Jose, Ca
  • Excelcia Financial Group
    Chief Compliance Officer/ Principal
    Excelcia Financial Group Oct 2005 - Sep 2011
  • Excelcia Capital Partners
    Portfolio Manager
    Excelcia Capital Partners Aug 2009 - Sep 2010
    San Jose, Ca
  • Williams, Howie And Associates
    Investment Operations Manager
    Williams, Howie And Associates 2004 - 2005
  • American Express
    Financial Advisor
    American Express 2001 - 2004

John Han Skills

Financial Planning Wealth Management Estate Planning Analytics Strategic Financial Planning Wealth Financial Advisory Investment Advisory Retirement Planning Asset Allocation Financial Planners Investment Strategies Investments Asset Managment Iras Wealth Management Services

John Han Education Details

Frequently Asked Questions about John Han

What company does John Han work for?

John Han works for Foothill Wealth Advisors

What is John Han's role at the current company?

John Han's current role is Private Wealth Management and Financial Planning.

What is John Han's email address?

John Han's email address is jo****@****msn.com

What is John Han's direct phone number?

John Han's direct phone number is +140846*****

What schools did John Han attend?

John Han attended University Of California, Davis.

What skills is John Han known for?

John Han has skills like Financial Planning, Wealth Management, Estate Planning, Analytics, Strategic Financial Planning, Wealth, Financial Advisory, Investment Advisory, Retirement Planning, Asset Allocation, Financial Planners, Investment Strategies.

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