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!

Steven 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!