Thanhha Ha

Vietnamese refugee → financial advisor. I came to the U.S. at 15 with no English, put myself through college in computer science and math, and found a passion for investing that changed my life.

After nearly 20 years, I help tech and healthcare professionals turn their money into a plan that works — covering retirement income, taxes, RSUs, stock options, ESPPs and estate planning.

I started this channel because I wish I'd had this guidance earlier. Knowing the ingredients isn't the same as knowing how to bake the pie. I'm here to give you the full recipe.

📍 Pinecrest Financial | Independent. Holistic. On your side. 🔗 Schedule a free call: https://calendly.com/thanhha-pinecrestfinancial/intro-call

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pinecrest Financial are not affiliated.