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
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read NowInvesting in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowAugust jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read NowManaging cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read NowMind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowThe rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now