David Haase, CFP® CRC®
National Social Security Advisor Certificate Holder
Private Wealth Advisor
Text #: (732) 722-5549
David Haase is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Retirement Counselor® based in Hillsborough, NJ. His passion is solving the financial puzzle.
Professional Qualifications:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Retirement Counselor®
- National Social Security Advisor Certificate holder
- 20+ years experience and knowledge in the financial services industry
- 15+ years tenure as an independent Financial Professional
- Securities licensed
- Life and Health Insurance licensed
- Bachelor Degree in Business from Richard Stockton College of New Jersey
Memberships:
- Financial Planning Association (FPA)
- Financial Planning Association of New Jersey (FPANJ)
- National Tax Sheltered Accounts Association (NTSAA)
His experience and knowledge has helped many people, perhaps just like you, with similar financial issues and concerns. David can help you create an approach that is designed to address your unique individual situation. We invite you to contact us and schedule an initial confidential, complimentary appointment.
Outside of the office, he likes spending time with his wife, family and friends. He enjoys traveling, reading non-fiction, helping as an Assistant Scoutmaster of his son's Boy Scout Troop, bicycling, camping and ever striving to improve in golf.
Members of FPANJ meet at the New Jersey State House with State officials.