Our Team

John Han, CIMA®, ChFC®

MANAGING DIRECTOR

John has more than two decades of experience guiding clients through the process of evaluating and executing wealth planning strategies and solutions to help them achieve their goals.

His professional life began as a financial advisor for a global financial services company. John later worked as a portfolio manager at an independent registered investment adviser and most recently as vice president for a national wealth management firm. He prioritizes empowering clients to make well-informed decisions about their wealth—including retirement, education and investment portfolios as well as specific events such as evaluating early retirement packages.

John believes in building trust with clients—he doesn’t want them to feel pressured to adopt a particular strategy or solution. He wants clients to be assured that he will put their interests first.

Away from the office, John enjoys mountain biking and golfing. He lives in San Jose with his wife, Linh, and two boys, Mason and Alex.