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
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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