David C. Haraway,  CFP<sup>&reg;</sup> - Financial Advisor

David C. Haraway, CFP®

CRPC, RICP, EA

Principal

Substantial Financial

8970 Melbourne Drive, Ste 201
Colorado Springs, CO 80920
FINANCIAL ADVISOR'S WEBSITE
(719) 440-9000

General

David Haraway is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Substantial Financial in Colorado Springs, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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