Ha Do (Hana), MBA, RICP

Financial Advisor

Your source for tailored retirement advice

An exploration of the intersection of retirement income plans, life activities, health care, estate planning, and helping you achieve your happy retirement goals.

Ha takes a holistic approach to your finances, acting as your advocate and educator on the path to achieving your financial goals.

Ha is dedicated to assisting business owners and those in near retirement, as she has a deep understanding of the unique challenges they face. This allows her to recommend solutions targeted specifically at them.

EXPERIENCE HOLISTIC FINANCIAL ADVICE

About

Ha Do, Financial Advisor

Ha has worked in the financial services field for over 25 years in a wide variety of commercial banking, consumer banking, and investment settings.

Before joining North Star in 2021, she worked with small business owners as a relationship banker and FINRA registered representative at Wells Fargo, and she enjoys the complexity that such individuals can bring to their financial situations. It was here that her passion for helping others achieve their financial goals ignited and convinced her to pursue a financial advising role to serve a broader range of clients.

In her free time, Ha enjoys a wide variety of activities. These include yoga, traveling, hiking, being in nature, and organizing hiking and other community events in the Atlanta area. She also loves attending any sort of professional development/leadership event. Being a lifelong learner, Ha is committed to adapting her practice to fit the needs of tomorrow’s clients.

CONNECT WITH HA

Qualifications

MBA in Finance, University of Brussel—Solvay Business School
Retirement Income Certified Professional—RICP Designation
Life and Health Insurance License
Registered Representative and Investment Advisor Representative
SIE
Series 6, 63, 7, and 65 registered
Numerous seminars and workshops

Financial services

Jump to: Fee-Based Financial Planning | Risk Management Life, Disability, and Long-Term Care Insurance | Tax-Efficient Investment Strategies | Retirement Income Planning | Wealth Transfer & Estate Planning

Fee-Based Financial planning

Pulling together all relevant parts of your financial picture—from personal savings to social security to Medicare—Ha helps you map out your financial journey towards independence for you and your business. She also consults regularly with her team of North Star and Cetera specialists to ensure that her plan for you is as well-optimized as it can be.

Risk Management Life, Disability, and Long-Term Care Insurance

While risk is often inevitable in financial planning, it doesn’t have to impede your progress. Using extensive industry knowledge and experience, Ha can help you not only plan for risk to come your way but leverage it to benefit you.

Protecting your assets is a crucial component of the foundation of your financial strategy, making this one of Ha’s focuses when working with clients.

Tax-Efficient Investment Strategies

Ha creates and manages investment strategies that fall under the following categories and are designed to be as tax-efficient as possible:

Simple IRA
SEP
401(k)
Solo(k)
Cash balance plan
Traditional and Roth IRA rollovers
Annuities

Retirement Income Planning

Ha will use her advanced knowledge of the industry and all its applicable parts to help ensure your retirement needs are taken care of. She enjoys working with clients to build and manage a long, sustainable retirement that provides them with financial security and a happy retirement.

Wealth Transfer & Estate Planning

Ha can help you design a concrete wealth transfer and estate plan for retirement, death, or disability. From providing for your loved ones to ensuring your business continues your legacy after you’re gone, she will help you address each of those concerns.

Getting started

Discovery

In this initial stage, Ha will examine your financial situation and get to know you, your family, and your business (if any) to see where you’re currently at and where you want to go. You may also ask any questions during this time to help better understand what your situation includes.

This is a no-obligation meeting and serves as a way for you and Ha to see if you are a fit for working together to achieve your financial goals.

Plan Proposal

If you choose to proceed with Ha, she will outline a tentative plan for you to review that addresses each of the goals and concerns you discussed in the Discovery meeting. Here, you may choose to accept the proposal as is or discuss changes that you would like made to it. She can also clarify any areas that you’re unsure about.

Implementation

Working together, you and Ha will work toward your financial priorities and ease any financial concerns you have. Over time, as your business and personal situation changes, she will adjust her advice to accommodate.

Team

When you work with Ha, you also gain access to a wide range of financial experts whom she consults with. This allows her to make sure that you’re adequately covered on multiple fronts of your financial strategy and also allows you access to multiple perspectives.

She also works extensively with Cetera’s Retirement Plan Team to ensure that her retirement strategies are well-optimized for your unique situation.