Tim Ha

Tim Ha is a CERTIFIED FINANCIAL PLANNER™ professional with over 23 years of experience in the financial services industry. His diverse background and training enable him to help clients pursue their long-term financial goals through comprehensive individualized financial planning.

He specializes in the core values of financial planning including College Savings Planning, Retirement, Insurance, Integrated Wealth Management solutions, and advanced Estate Planning techniques. Tim works with both individuals and businesses. He prefers an in-depth planning approach with detailed precision on specific goals of his clients. Collaborating with attorneys and tax advisors, Tim works to create a strategy that is in the client’s best interest.*

Tim stays involved in the community as an active member of various civic organizations and his church, Bonsack Baptist. A golf enthusiast, Tim can frequently be found on the course watching his daughter compete in regional and national tournaments. Tim resides in Roanoke County with his wife Yen, and daughter, Kathryn.

*Specific individualized tax or legal advice not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.