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David Haas

Advisor Details

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 SEC/CRD #

279033

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Advisor SEC/CRD #

6185047

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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.

Contact:

795 Franklin Avenue
Franklin Lakes, New Jersey 07417

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