Alejandro Haas (CFP®, CIMA®)

Alejandro Haas focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

I provide fee-only financial planning and advisory services for mid-career professionals and soon-to-be retirees through monthly retainers and flat-fee project engagements. I also offer retirement plan consulting services for business owners and plan sponsors.

Additional Information

With over 21 years of experience in the financial industry, I have held roles in trading, financial product distribution, private banking, and wealth management. I hold a business degree from the Eller College of Management at The University of Arizona, and I am both a CERTIFIED FINANCIAL PLANNER® certificant and a Certified Investment Management Analyst® designee. Based in downtown Phoenix, Arizona, I serve clients both in-person and remotely throughout the United States.

NAPFA Start Date

February 04, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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 pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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 pay NAPFA a separate fee to appear on the list.

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This Office

2 N. Central Ave. Suite 1800 Phoenix, AZ 85004 Phone: (480) 359-4964