Brian D. Haehl,  CFP<sup>&reg;</sup> - Financial Advisor

Brian D. Haehl, CFP®

ChFC,

President

Seven Sages Financial Strategies

15950 Grassland Ln, Unit 2624
Punta Gorda, FL 33982-5470
FINANCIAL ADVISOR'S WEBSITE
(812) 924-7677

General

Brian Haehl is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Seven Sages Financial Strategies in Punta Gorda, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CMFC

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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