David B. Ha
Financial Advisor at Coast Capital Wealth Management
Based in Surrey, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Surrey
Industry
Banking
Company size
45
Contact information
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d•••••••@coastcapitalsavings.com
Phone
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Background
About David B. Ha
Financial Advisor with over 15 years of experience in Wealth Management. Self-driven and dedicated financial and insurance professional, passionate about helping clients develop sound, long term financial and risk management decisions. Comprehensive knowledge in investment, risk management, retirement and estate planning. Self-disciplined with the ability to work effectively as part of a team and independently. Outgoing personality with a natural tendency to develop meaningful relationships and a sincere desire to help others. Positive attitude and willingness to be accountable for results. Organized, detail-oriented, excellent time-management skills and keen about continuous learning. Effective communicator with excellent listening skills and ability to explain complex information in a simple and concise manner. Fluent in English and Vietnamese.
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