David J. Haas CFP® (CRD# 6185047) is an Investment Advisor Representative working at Cereus Financial Advisors, LLC. in Franklin Lakes, NJ and has over 3 years of experience in the finance industry. David Haas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Please see my website at http://cereusfinancial.com
I offer services in the following areas:
- Comprehensive Financial Planning
- Retirement Planning
- Education Funding
- Career Transitions
- Insurance
- Investment Management
- Tax Planning
I would be happy to discuss your needs with you.
Cereus Financial Advisors, LLC. is a registered investment advisor in the state of New Jersey. I can work with clients in multiple states based on the de minimus exemption rules of each state.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cereus Financial Advisors, LLC | Franklin Lakes, NJ | Sep 2015 - Current | 8 |
| Scipione Wealth Advisors, Inc. | Fair Lawn, NJ | Feb 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- NJ
- NY
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Total Assets Under Management33MILLIONS
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Total Number of Accounts59ACCOUNTS
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Average Account Value$556,592
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NJ, NY
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