Cereus Financial Advisors, LLC
Cereus Financial Advisors, LLC (CRD# 279033) is a financial advisory firm headquartered in Franklin Lakes, NJ. They manage $14,733,059 in 26 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$566,656
- 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)
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
- 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.