ABOUT US

Owner David Haas started his working career as an Electrical  and Software Engineer in the instrumentation and telecom industries. After getting his MBA with a concentration in Finance, completing a financial planning certificate program, and attaining the CFP® certification, David changed his career to become a financial planner and following a few years working at another wealth advisory firm, started Cereus Financial Advisors, LLC.

David-Haas-Owner-CEREUS-FINANCIAL-ADVISORSDavid Haas CFP®, Owner

“I value family. The most important thing we can provide ourselves and our family is long-term financial flexibility. This means attaining the wealth to withstand life’s risks.”

—David Haas CFP®

David has an extensive history of investing for many clients, including his own family. As a parent of two college-age students, he understands firsthand the importance of education planning.

In addition to experience and training in financial services, David’s prior professional experience involved electrical and software engineering in the instrumentation, telecommunications, and card services industries and includes multiple patents in technology. Let the discipline and analytical skills David learned in engineering help you plan your financial future. 

 

CREDENTIALS

Owner David Haas has undergone rigorous training and testing to become a Certified Financial PlannerTM (CFP®) and is an active member of the Financial Planning Association® (FPA®), the principal professional organization for CFP® practitioners.

  • Certified Financial PlannerTM (CFP®)
  • Member, Financial Planning Association® (FPA®)
  • Licensed for Life, Disability, Health, and Long-Term Care Insurance in multiple states
  • Member, Institute of Electrical and Electronics Engineers (IEEE)
  • Member, Mahwah Regional Chamber of Commerce
  • B.S., Electrical Engineering, Rensselaer Polytechnic Institute
  • M.B.A., Financial Management, Pace University
  • Award for Outstanding Scholarship in Financial Management, Pace University
  • Certificate in Financial Planning, Fairleigh Dickinson University
  • Past Instructor, CFP® Certificate program, Fairleigh Dickinson University
  • Languages: English and German

In his spare time, David volunteers for a number of organizations including:

 

WE CAN HELP YOU ANSWER THESE QUESTIONS . . .

RETIREMENT: How much do I need? When can I retire? What is the best way to save for my retirement? How do I start living off my retirement income? Learn more.

HIGHER EDUCATION: How much do I need? When can I retire? What is the best way to save for my retirement? How do I start living off my retirement income? Learn more.

DIVORCE: How do I separate my financial life from my ex? What will my budget look like? How best can I divide the retirement assets? Learn more.

ELDER CARE: How do I take care of my elderly parents? What will happen to me when I need more care? Learn more.

DISABILITY: How do I protect my family if I become disabled or need long-term care? Learn more.

INVESTMENTS: How do I invest my money to meet my goals? I need someone to provide a second opinion on my portfolio. Learn more.

CAREER TRANSITION: I lost my job. What do I do about covering my living expenses? What do I do about health insurance? Learn more.

INHERITANCE: How do I take care of my family and legally minimize taxes? Learn more.

SOCIAL SECURITY: When do I start taking Social Security? Learn more.

TAXES: Why am I paying so much in taxes? Is there any legal way to reduce the amount I give to the government? Learn more.

AND MORE...

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