David J. Haas, CFP^®

I am a comprehensive financial planner who works with executives, professionals, and small business owners to help them make better financial decisions in all aspects of their financial life. I take a holistic approach with clients. It's about people and not products. At Cereus Financial Advisors, we charge a fee for financial planning and separately charge an Assets Under Management fee if we manage your assets. I am insurance licensed for life and health in several states and can advise you on life, disability, or long-term-care insurance. I am always completely transparent in my approach. You will always know how I get paid and who is paying me. In my practice, I have helped clients who vary from those are just starting out in the working world, senior professionals in their maximum earnings period, people going through divorces, people who need to replan their lives because of a change of circumstances, business owners, retirees, etc. I will happily work with other professionals you already trust, or I can recommend other professionals to handle areas which I cannot accomplish alone. I always work hard for my clients and make sure they understand pros and cons of every decision.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances