Joseph HahnJoseph Hahn, CPWA®, CEPA®Executive Director, Wealth Planner
About Joseph
Joseph Hahn is an Executive Director covering North Texas for J.P. Morgan Wealth Management's Wealth Planning and Advice team.1
A Certified Private Wealth Advisor® professional and Certified Exit Planning Advisor® 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 contributor 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.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
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