Throughout my career as a financial planner, I’ve had the privilege of building meaningful relationships with clients from all walks of life. My passion lies in truly understanding their unique challenges and goals, then crafting personalized strategies to help them achieve financial confidence.
Before joining Modern Wealth Management, I was the Founder and President of Wealth Management Solutions, which successfully merged with MWM in May 2024. My career began in 2001 as a fund analyst, followed by nearly a decade in broadband engineering. Since returning to the financial industry, I’ve been dedicated to developing tailored financial plans that empower individuals and families.
Originally from Finland and Germany, I’ve called the greater Philadelphia area home for over 25 years. My wife and I are blessed with three wonderful children who keep us busy with their sports schedules. Outside of work, I enjoy traveling with my family and spending time outdoors, especially hunting and fishing.
More
Specialties and Expertise
8
Alternative Investments
College Planning
High Net Worth Planning
Portfolio Construction
Real Estate Investments
Retirement Income
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies
Clientele
8
Business Owners
Divorcees
Doctors
High Net Worth Individuals
Inheritors
Retirees
Surviving Spouses
Wealthy Families
Credentials and Designations
3
Accredited Investment Fiduciary®
Chartered Financial Consultant®
Certified Financial Planner™
Education
1
Temple UniversityEconomics & International BusinessYear Obtained: 2001
Job History
2
Modern Wealth ManagementManaging Director & Executive Advisor2024-Present
AdvisorFinder does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by AdvisorFinder. AdvisorFinder is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by AdvisorFinder of such content or services. Use your discretion. AdvisorFinder does not manage client funds or hold custody of assets. AdvisorFinder does not claim to vet or qualify the advisors listed on this Website.
Contact Tanu Happonen
Full Name
Email
Phone Number
What are you looking for? (optional)
By submitting this form, I confirm I read the Terms of Service and agree to them.