John Han, CIMA®WEALTH ADVISER
John Han's role as a Wealth Adviser with United Capital is to develop and maintain client relationships through comprehensive financial planning and personal wealth management. He is responsible for guiding clients through the process of evaluating and executing financial strategies to achieve their financial goals, such as Retirement Planning, Education Planning, Estate Planning, Insurance Planning and Portfolio Allocation.
He began advising clients over 13 years ago as a Financial Adviser with American Express and has held various positions, from Portfolio Manager at Excelcia Capital Partners to Vice President at Beacon Pointe Wealth Advisors. He is a Certified Investment Management Analyst (CIMA®) through the Investment Management Consultants Association in conjunction with the Wharton Business School at the University of Pennsylvania.
When he is not in the office, John enjoys mountain biking and golfing. He lives in San Jose with his wife and two boys.