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Financial Synergies Welcomes Steven Ha

As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to the team – Steven Ha. Please join us in welcoming Steven to the Financial Synergies Team!

Financial Synergies Welcomes Steven HaSteven graduated from Mays Business School and the Financial Planning program at Texas A&M University. Having completed the core curriculum in the program, he is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification in order to best serve the needs of our clients. When away from the office, Steven and his wife, Jennifer, enjoy serving with their church, Bayou City Fellowship, taking road trips, and venturing the outdoors.

Steven comes with experience from another reputable advisory firm in the Houston area. He will be learning our wealth management business from the ground up, and will no doubt prove to be an invaluable asset to our team and clients for years to come!


Financial Synergies

Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas. For more than thirty-five years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to Simplify Your Financial Life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.

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