ABOUT US

Cereus Financial Advisors was started in 2015 by David Haas CFP® to help professionals and small business owners with financial planning, investment management, education planning, retirement planning, and risk management. Cereus has grown steadily since 2015, recently adding Mike Dunne CFP® as a financial advisor.

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®

Cereus Financial Advisors owner, David Haas has been a financial advisor since 2012. He passed the CFP® certification exam in 2011 and has been helping clients make better financial decisions ever since. David started Cereus in 2015 so he could provide independent and unbiased advice to clients using cash-flow analysis and quantitative portfolio analysis. Financial planning is David's second career. He started his post-college life as an Electrical and then a Software Engineer in the instrumentation and telecom industries. David's achievements included multiple patents in printing and telecom technology. David had always been interested in finance and economics. After he received an MBA in Finance and CFP® certification, he switched careers to become a financial planner. David finds out what his client's goals are and then applies his strong analytical skills to model client's finances and examine multiple scenarios.

David has been investing money in stocks, bonds, and other vehicles for over 30 years.  As a parent of two college graduates, he understands firsthand the importance of education planning. David owns a home and has lived in Bergen County NJ with his wife and children for over 25 years.

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:

 

Mike Dunne CFP®, Financial Advisor

“One of my life goals is financial independence – having the time, flexibility and financial capability to do what you really want to do.”

—Mike Dunne  CFP®

Mike Dunne, CFP®, Financial Advisor, has extensive financial services industry experience.  Prior to joining Cereus Financial Advisors, Mike spent over 30 years in the hedge fund and banking industries, with the last 15 years as the treasurer of a large hedge fund.  A CPA and MBA, Mike attained CFP® certification in 2017 and joined David Haas at Cereus Financial Advisors in early 2018.

Mike has always been an avid reader of financial planning books and journals and has worked on his own family’s financial plan for years.  He and his wife are now working toward a financially secure and active retirement, after having financed college and graduate school education for their two daughters.  Mike would like to offer the benefit of his experience and knowledge to help others in their quest to achieve their life goals.

CREDENTIALS

  • Certified Financial Planner™ (CFP®)
  • MBA, Finance, New York University
  • BBA, Accounting, Pace University
  • Certified Public Accountant (CPA)
  • Certificate in Financial Planning, Fairleigh Dickinson University
  • Member, Financial Planning Association
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Mahwah NJ Regional Chamber of Commerce
  • Member, New York Road Runners

In his spare time, Mike helps provide care and financial management for his elderly relatives, while enjoying travel, long-distance running, wine-making, reading and music.

Share content with your friends....Print this page
Print
Email this to someone
email
Digg this
Digg
Share on Facebook
Facebook
0Share on Google+
Google+
0Tweet about this on Twitter
Twitter
Share on LinkedIn
Linkedin