Ha Do - Financial Advisor & Retirement Planner

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Ha Do - Financial Advisor & Retirement Planner Helping clients to build financial roadmap for financial security and independence. I am living in Atlanta Metropolitan. Office # 470-870-1200.

I am a Financial Advisor with North Star Resource Group and affiliated with Cetera Wealth Services LLC. I have been working in the financial services industry for more than 25 years in wide variety of commercial banking, consumer banking and investment settings. Before joining North Star Resource Group in 2021, I worked with small business owners as a Relationship Banker and registered representative at Wells Fargo. My passion is helping others to build their financial strategy to their goals. I am now dedicated to assisting business owners and those near retirement as I deeply understand the unique challenges they face, which allows me to help them with specific solutions targeted specifically to them. My attention to details, client focus, and responsiveness are symbols of my appreciation by clients. In my free time, I enjoy practicing yoga, being in nature, organizing hiking groups in community. I also love attending professional development event. Being a lifelong learner and I am committed to adapting my practice to fit with the needs of tomorrow clients. I hold an MBA in Finance from The University of Brussel's Solvay Business School and Retirement Income Certified Professional (RICP ®) designation from The American College of Financial Services. Investment advisor representative of Cetera Wealth Services LLC. Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated. CA Insurance License #4184948


Please visit https://www.northstarfinancial.com/advisors/ha-do/ for more information.

As long as you are earning income, you can contribute to a Roth IRA. And your potential earnings grow tax-free! ...
09/21/2026

As long as you are earning income, you can contribute to a Roth IRA. And your potential earnings grow tax-free!

If you're over 50, you can contribute more to your Roth IRA. This gives you another way to potentially earn tax-free mon...
09/18/2026

If you're over 50, you can contribute more to your Roth IRA. This gives you another way to potentially earn tax-free money on your contributions.

If you meet certain requirements, you're able to withdraw your potential earnings from the account both penalty-free and...
09/15/2026

If you meet certain requirements, you're able to withdraw your potential earnings from the account both penalty-free and tax-free, and before the account is 5 years old.

This content is provided for informational purposes only. The linked material is from an independent third party that is...
09/14/2026

This content is provided for informational purposes only. The linked material is from an independent third party that is not affiliated with or endorsed by Cetera Wealth Services, LLC. Cetera makes no representations as to the accuracy or completeness of the information. Required Minimum Distribution rules are complex and subject to change. Consult with your financial, tax, and legal professionals regarding your specific situation.

A $1 million IRA balance can lead to sizable required withdrawals, making it important to understand how RMDs could affect your income, taxes, and retirement plans.

Your contributions to a Roth IRA can grow tax-free. Potential growth on your investment is tax-free. ...
09/12/2026

Your contributions to a Roth IRA can grow tax-free. Potential growth on your investment is tax-free.

Because money that goes into a Roth IRA is after tax, you've already paid the necessary taxes and can withdraw your cont...
09/09/2026

Because money that goes into a Roth IRA is after tax, you've already paid the necessary taxes and can withdraw your contributions tax-free as well.

Living longer doesn’t automatically mean living better.Healthy Aging Month is a reminder that how we age is shaped by mo...
09/08/2026

Living longer doesn’t automatically mean living better.

Healthy Aging Month is a reminder that how we age is shaped by more than just time. Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time.

Small, consistent habits—both physical and financial—can influence what those years look like.



Sources
World Health Organization, Ageing and Health, October 2025
American Medical Association, What Doctors Wish Patients Knew About Healthy Aging, September 2025
Stanford Medicine, Five Healthy Habits for Successfully Aging, January 2026
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

August 26th is Women’s Equality Day in the United States. This holiday is celebrated in recognition of the 1920 adoption...
08/26/2026

August 26th is Women’s Equality Day in the United States. This holiday is celebrated in recognition of the 1920 adoption of the Nineteenth Amendment to the United States Constitution, which prohibited states and the federal government from denying the right to vote to any citizen on the basis of s*x. Celebrate this landmark holiday with us today!

05/26/2026

Address

3235 Satellite Boulevard, Bldg 400, Suite 300, Duluth GA 30096
Duluth, GA
30096

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