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David H
ChFC®, Series 63
Sanibel, FL
Haas Financial, Inc.
David Haas is a ChFC® with 29 years of industry experience. He is the principal advisor at Haas Financial, Inc., where he has worked since 2024. Prior to founding his firm, he spent 11 years at Commonwealth Financial Network and 3 years at LPL Financial. Haas is also a licensed insurance professional, dedicating less than 10% of his time to this activity. Haas Financial, Inc. serves individual and high-net-worth clients, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm manages approximately $98.4 million across 138 client relationships and offers customized portfolios with a long-term orientation, using equities, ETFs, and diversified mutual funds, along with 3(38) retirement plan advisory services.
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