Joseph HahnJoseph Hahn, CPWA®Executive Director, Wealth Planner
About Joseph
Joseph Hahn is an Executive Director covering North Texas and much of the Intermountain West for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
A Certified Private Wealth Advisor® professional as well as a former practicing attorney, Joseph helps the firm's most sophisticated clients and their tax and legal advisors1 with complex wealth and estate planning issues. As a member of this team, comprised exclusively of former practicing attorneys and other planning professionals, Joseph serves as a subject matter resource for J.P. Morgan advisors and their clients on sophisticated estate planning; business succession and exit planning; impactful estate, gift and income tax reduction strategies; complex retirement planning; restricted and control stock strategies; executive stock option management; tax-efficient strategies for concentrated positions; family dynamics and governance; and philanthropic strategies. He enjoys the challenge of explaining complex issues for clients in easily understandable terms.
With over 25 years of experience as a trusts and estates lawyer, Joseph is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. Prior to joining J.P. Morgan Chase, he was the lead trust and fiduciary attorney for Union Bank, advising the bank's business units on a broad range of legal, regulatory and compliance issues, including trust administration, trust taxation, and trust and fiduciary litigation. Joseph also served as a wealth strategist for RBC Wealth Management, advising RBC's financial advisors and their ultra-high-net-worth clients across the Western United States.
Joseph was a trusts and estates lawyer in private practice for over 20 years and spent his first 10 years with Morrison & Foerster in Los Angeles before running his own estate planning practice in Palm Springs. He was also an on-camera legal expert for many years on CBS2 in Palm Springs.
Joseph earned a law degree from the University of California at Berkeley, where he was an editor of the California Law Review. He earned a B.A. in the History of Art from the University of California, Riverside. To attain CPWA® certification, Joseph successfully completed the Yale School of Management's CPWA® Certification Program, "Wealth Management Theory & Practice."
1Wealth Planners may work with clients' tax advisors, but do not provide tax advice. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now