Paul Ha

Paul Ha serves as an Associate Advisor at WMS Partners, based in Washington, DC. In this role, he provides analytical support for the firm’s advisory group, assisting in portfolio management, financial planning, and the design of investment strategies tailored to high-net-worth individuals and families. His work spans a comprehensive range of wealth management solutions, with a particular focus on personalized financial planning and multi-asset portfolio analysis.

He has experience covering diverse asset classes including equities, fixed income, and alternative investments, aligning investment strategies with client goals. At WMS Partners—a firm known for its exposure to private equity, private credit, and private real estate—Paul supports the team in evaluating these sectors for optimal portfolio construction. His background also includes service as a Support Financial Advisor at Klauenberg Retirement Solutions, where he contributed to retirement planning and client service, and a sales internship at State Farm® that provided foundational client-facing experience.

Paul holds a Bachelor’s degree in Biology from Wheaton College and a degree from Georgia State University Perimeter College. He is actively pursuing CFP® coursework through Kaplan University, underscoring his commitment to expertise in financial planning. His career reflects a growing proficiency in wealth management, with a special emphasis on customized, holistic solutions for families, professionals, and business owners.