Financial Advisor in Franklin Lakes, New Jersey
As a Certified Financial Planner™, I help individuals and families make better financial decisions and plan for their future. I always act as a fiduciary for clients. My areas of practice include college planning, retirement planning, wealth management, and insurance. I work with clients as a trusted partner and help them accomplish their goals for their money, which may be retirement or it may be leaving a legacy or charitable giving.
Cereus Financial Advisors, LLC.
We are a boutique Registered Investment Advisory firm, working with clients on college planning, retirement planning, and wealth management. Our advisors are CFP® professionals who act as fiduciaries and disclose or avoid all conflicts. We work with individuals and families, professionals, executives, and small business owners.
RIA - David Haas
Firm License #
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Advisor License #
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Cereus Financial Advisors is registered in NJ and NY. We work with clients in other states either under diminimus exceptions or by registering in that state prior to taking on a new client.