David Hauge (CFA, CFP®)

David Hauge focuses in the
following client markets or areas of practice:

AUM

Cash Flow/Budgets/Credit Issues

College/Education Planning

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Planning Specialties

Investment Management Holistic Financial Planning

Additional Information

David started his own wealth management business to help others live their most fulfilling life. He graduated from the University of Minnesota with Bachelor’s Degrees in Economics and Journalism, is a Chartered Financial Analyst (CFA®) and a CERTIFIED FINANCIAL PLANNER™. David is confident that with his understanding of personal finance, coupled with his experience as a financial professional, he can help you pursue your financial objectives and prepare for the future.