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# RICHARD SUNG-MO HAN

CRD# 5537566 Broker & Financial Advisor
Richard Sung-Mo Han - Expert Trader, Financial Consultant, Stock Broker
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### ABOUT RICHARD SUNG-MO HAN

Richard brings over a decade of experience to his role as a wealth management professional. Richard grew up in a household dedicated to helping high net worth families achieve their financial goals. His father, a successful advisor for three decades, inspired Richard to pursue a career that combines his fascination for the markets with his inherent desire to help others. Today, he enjoys carrying on his father's legacy, guiding clients in the achievement of their financial goals. Richard is a firm believer in giving back, he served on the Board of the United Way of Ocean County of American Heart Association. Outside of the office, he enjoys coaching youth soccer, is an avid music lover and guitarist, and loves being a "home chef," pairing wine with good food.

### Qualifications

- 1 Principal/Supervisory Exam
- 5 General Industry/Product Exams
- 1 State Securities Law Exam

### Specialties

Portfolio Construction & Implementation International Investing High-Net-Worth (HNW) Wealth Management Digital Currency Investments Expat Financial Planning

### Office

8 THIRD STREET NORTH GREAT FALLS, MT 59401-3104

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# Client Testimonials

★★★★★

"Richard's financial strategies are game-changing. He turned my modest savings into a thriving portfolio with smart, low-risk investments."

- Emily R., Nurse Practitioner

★★★★★

"I've never met a financial advisor as sharp as Richard. His tax-efficient strategies saved me thousands while growing my wealth."

- Marcus T., Small Business Owner

★★★★★

"Richard doesn't just manage money—he builds financial freedom. His retirement plan has me on track to retire five years early."

- Sophia K., Corporate Lawyer

★★★★★

"His market insights are uncanny. Richard adjusted my investments before a downturn, protecting my assets when others lost big."

- Derek L., Tech Entrepreneur

★★★★★

"Richard is the reason I sleep well at night. His disciplined approach balances growth and security perfectly."

- Natalie B., Real Estate Agent

## Leave A Message For Richard

richard.han@davidsonwealthteam.com
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RICHARD SUNG-MOHAN

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## PARTNERS

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