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
- Business Owners
- College/Education Planning
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
My name is Alex and I provide fee-only monthly-retainer and flat-fee project based financial planning and advisory services to private investors; retirement plan consulting services to business owners and plan sponsors.Additional Information
As your financial advocate, we help you navigate the increasing complexity of the financial markets and regulations with a customized strategy, tracking your progress and making adjustments as your needs and goals change. I have 21+ years of experience in the financial industry and held roles in trading, product distribution, private banking, and wealth management. I graduated with a business degree from the Eller College of Management at The University of Arizona and also am a CERTIFIED FINANCIAL PLANNER™ certificant and Certified Investment Management Analyst® designee. My office is located in downtown Phoenix, AZ and I work with clients in-person and remotely across the United States.NAPFA Start Date
February 04, 2022
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