---
title: "David Haas | Financial Advisors"
description: "David Haas at Cereus Financial Advisors, LLC.. As a Certified Financial Planner™, I help individuals and families make better financial decisions and…"
url: https://financialadvisors.com/advisors/david-haas/
---

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![David Haas](https://financialadvisors.com/wp-content/uploads/2023/06/2012161608137239BSC_0052-Copy.jpg)

# David Haas

Cereus Financial Advisors, LLC.

investment

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## About

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 Information

![Cereus Financial Advisors, LLC. logo](https://financialadvisors.com/wp-content/uploads/2023/06/2012161608137622CereusLogoFinal.png)

Firm Cereus Financial Advisors, LLC.

Agency Type ria

Firm CRD# 279033

About Firm

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.

Firm Location

## Professional Details

Advisor CRD# 6185047

Fiduciary No

### Contact Information

Email Advisor

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[(201) 848-6802](tel:2018486802)

Address 795 Franklin Avenue, Franklin Lakes, NJ 07417, USA

### Links

[Website](https://www.cereusfinancial.com/) SEC Form ADV Not provided Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/6185047)

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