Watts Ha
EP Wealth Advisors
Associate Regional Director
Watts Ha
EP Wealth Advisors
Associate Regional Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Watts Ha
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Watts Ha is a Walnut Creek, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Watts Ha is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Watts Ha had been working in the financial services industry for 24 years when he joined EP Wealth Advisors in 2022. More than 21 of those years had been at TD Ameritrade/Schwab, where his roles ranged from one end of the state to the other and he ultimately served as Regional Director for Northern California. Watts finds the utmost fulfillment in improving the financial well-being of clients though the positive impact achieved by coaching and development of associates at the firm. He also thoroughly enjoys being a father to his two daughters, whether that involves supporting them in team sports or simply hanging out. In addition Watts has a passion for running, which he says is fueled by his equally powerful passion for food.
Education
California State University Northridge
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Watts Ha
Office Locations:
-
1333 N California Blvd.,
suite 100
Walnut Creek, CA 94596
