Ha Nguyen, CFP®

Ha Nguyen is a Client Associate for Paget Wealth Partners at Rockefeller Capital Management. As a Client Associate, Ha supports advisors with comprehensive financial planning as well as supporting the operational team with portfolio administration. Prior to joining Rockefeller Capital Management, Ha worked at an independent RIA in Seattle for seven years where she was responsible for the day-to-day portfolio management and implementing financial plans for high-net-worth families.

Ha obtained a bachelor’s degree in Business Administration with a concentration in Finance from University of Washington and holds a Certified Financial Planning Designation.

Outside of work, Ha enjoys traveling alone or with friends, trying new restaurants and exploring the natural beauty of the PNW. She resides in the Belltown neighborhood of Seattle, WA.