Alejandro Haas (CFP®, CIMA®)

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

  • Business Owners
  • Corporate Executives
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

My name is Alex and I provide fee-only hourly 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 20+ 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 virtually across Arizona.

NAPFA Start Date

February 04, 2022

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This Office

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