At Pinecrest Financial, you’re part of the family. Since 2007, we have helped investors of all levels navigate the complexities of the financial world. As your strategic partner, we listen to your concerns, guide you through important life decisions, and develop forward-thinking strategies built with your best interests in mind. We help you find the balance that a focus on Return on Life brings, creating a plan in tune with your priorities and an emphasis on living the life you want with what you have today.
We understand that personal situations and goals can change overnight, and we strive to provide the assurance that we’ll be here whenever you need us. To maintain our exceptional service, we place a premium on accessibility and make ourselves available to you and your family at your convenience. As a fully independent financial firm, we don’t counsel you from afar. We walk beside you and your family every step of the way.
At Pinecrest Financial, you’re part of the family. Since 2007, we have helped investors of all levels navigate the complexities of the financial world. As your strategic partner, we listen to your concerns, guide you through important life decisions, and develop forward-thinking strategies built with your best interests in mind. We help you find the balance that a focus on Return on Life brings, creating a plan in tune with your priorities and an emphasis on living the life you want with what you have today.
We understand that personal situations and goals can change overnight, and we strive to provide the assurance that we’ll be here whenever you need us. To maintain our exceptional service, we place a premium on accessibility and make ourselves available to you and your family at your convenience. As a fully independent financial firm, we don’t counsel you from afar. We walk beside you and your family every step of the way.
Our Mission
We want to help you live out your life’s greatest purpose in a way that reflects your values and principles. At Pinecrest Financial we believe it is important that you are in control of your finances, using your money in a way that supports your objectives, rather than allowing impersonal websites and generic calculations to dictate your financial goals. Our holistic methods help you clarify your fundamental objectives and prepare for a life well-lived, focused on your priorities.
A veteran of the financial services industry, Thanhha Ha helps individuals, families, and professionals strengthen their total financial confidence. In addition to working with investors in all stages of life, she also helps small business owners strenghten their independence. By taking a holistic approach to planning, she provides clarity and objective advice that allows clients to enjoy the things they value most. She uses the principles of Return on Life to help clients focus on non-financial goals as well as financial ones in order to achieve balance in life and financial freedom. While keeping relationships at the heart of the firm, Thanhha builds lasting partnerships and walks beside clients throughout their financial journey.
Prior to establishing Pinecrest Financial, Thanhha enjoyed a successful career as a software engineer and worked at leading firms such as Alcatel/Lucent, DSC, and IBM. As a financial advisor, she draws on extensive background to help clients in all industries make wise investment decisions and build successful wealth management strategies that support purposeful living toward their most fulfilling personal goals. Upon entering the financial services industry in 2007, she joined Morgan Stanley before becoming an independent advisor with Cambridge Investment Research in 2010.
Thanhha adheres to a disciplined planning process and holds her FINRA Series 7, 66 & 31 registrations along with her Life and Health Insurance licenses. Outside of the office, she enjoys traveling, cooking with her family, and ballroom dancing with her kids.
A veteran of the financial services industry, Thanhha Ha helps individuals, families, and professionals strengthen their total financial confidence. In addition to working with investors in all stages of life, she also helps small business owners strenghten their independence. By taking a holistic approach to planning, she provides clarity and objective advice that allows clients to enjoy the things they value most. She uses the principles of Return on Life to help clients focus on non-financial goals as well as financial ones in order to achieve balance in life and financial freedom. While keeping relationships at the heart of the firm, Thanhha builds lasting partnerships and walks beside clients throughout their financial journey.
Prior to establishing Pinecrest Financial, Thanhha enjoyed a successful career as a software engineer and worked at leading firms such as Alcatel/Lucent, DSC, and IBM. As a financial advisor, she draws on extensive background to help clients in all industries make wise investment decisions and build successful wealth management strategies that support purposeful living toward their most fulfilling personal goals. Upon entering the financial services industry in 2007, she joined Morgan Stanley before becoming an independent advisor with Cambridge Investment Research in 2010.
Thanhha adheres to a disciplined planning process and holds her FINRA Series 7, 66 & 31 registrations along with her Life and Health Insurance licenses. Outside of the office, she enjoys traveling, cooking with her family, and ballroom dancing with her kids.
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Pinecrest Financial
6800 Weiskopf Avenue, Suite 150 | McKinney, TX 75070
P: 972.807.3389 | Email Thanhha | 
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pinecrest Financial are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, MO, NV, PA, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Pinecrest Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
Below you can find important disclosures on the various policies, features, and agreements pertaining to the services we offer. Please review these documents and keep a copy for your records.
Cambridge’s Form CRS (Customer Relationship Summary)
CIRA Form ADV 2A | Pinecrest Financial Form ADV 2B | Form CRS for Cambridge | Form CRS for CIRA | Regulation BI Disclosure