Financial Advisor in Franklin Lakes, New Jersey
Personal Bio
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.
Firm Name
Cereus Financial Advisors, LLC.
Firm Bio
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.
Advisor Type
RIA - David Haas
Firm License #
279033
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
6185047
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
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.
