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
How an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Fourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Make philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A 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
Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
September 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read Now
Putting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowHow an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A 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 NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now