Christopher Haigh (Certified Student Loan Professional, CFP®, ChFC®, CLU, RICP®)
Christopher Haigh focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Divorce Planning
- Entrepreneurs
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- Business Owners
- Corporate Executives
- Divorce Planning
- Entrepreneurs
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
Planning Specialties
Comprehensive Financial Planning: Full-scope planning covering cash flow optimization, goal setting, and long-term financial modeling tailored to your life. Investment Management: Evidence-based portfolio construction, ongoing rebalancing, tax-loss harvesting, and asset location strategies. Retirement Planning: Income needs analysis, distribution strategies, Social Security optimization, retirement plan consolidation, and early retirement feasibility modeling. Tax Planning & Optimization: Proactive multi-year tax projections, Roth conversion analysis, backdoor and mega backdoor Roth strategies, and coordination with your tax preparer. Equity Compensation: RSU, ISO, NSO, and RSA strategy, including exercise projections, 83(b) elections, 10b5-1 trading plans, and tender offer evaluation. Insurance & Risk Management: Life, disability, long-term care, and property and casualty insurance review to ensure appropriate coverage without overpaying. Business Owner & Executive Planning: Entity structuring guidance, cash flow management, succession planning considerations, and employee benefits analysis. Real Estate Planning: Mortgage analysis, rental property cash flow modeling, 1031 exchange and cost segregation strategies, and keep-versus-sell analysis.Additional Information
Iconoclastic Capital is a fee-only fiduciary financial planning and investment management firm serving clients from offices in Rochester, NY and Brooklyn, NY. We built this firm because we believe the financial industry is broken — and you deserve better than conflicted advice wrapped in complexity. Our team includes 2 CFP® professionals, a Certified Digital Asset Professional, and a former Marine Corps intelligence analyst turned Chief Investment Officer. Every client works with multiple advisors who bring distinct expertise to the table, so you get the depth of a large firm with the personal attention of a small one. We specialize in working with high-earning professionals, business owners, corporate executives, medical professionals, and families navigating major financial transitions. Whether you are managing equity compensation, optimizing a complex tax situation, planning for early retirement, or consolidating finances after a life change, we bring clarity to the decisions that keep you up at night. Our approach is comprehensive: financial planning, investment management, tax strategy, estate planning, student loan analysis, insurance review, and retirement distribution planning — all coordinated under one roof. We offer transparent flat-fee pricing with no commissions, no product sales, and no hidden costs. We are legally bound to act in your best interest. We will tell you exactly what we charge, why we recommend what we recommend, and what it will cost — before we do anything. If you are tired of guessing whether your advisor is working for you or for themselves, we would welcome the conversation.NAPFA Start Date
August 26, 2020
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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