David J. Haas,  CFP<sup>&reg;</sup> - Financial Advisor

David J. Haas, CFP®


Cereus Financial Advisors

795 Franklin Ave, Bldg B, Ste 205
Franklin Lakes, NJ 07417
(201) 848-6802 CONNECT WITH David
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David Haas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cereus Financial Advisors in Franklin Lakes, NJ and the surrounding communities.

Financial Advisor Overview

I am a comprehensive financial planner who works with executives, professionals, and small business owners to help them make better financial decisions in all aspects of their financial life. I take a holistic approach with clients. It's about people and not products. At Cereus Financial Advisors, we charge a fee for financial planning and separately charge an Assets Under Management fee if we manage your assets. I am insurance licensed for life and health in several states and can advise you on life, disability, or long-term-care insurance. I am always completely transparent in my approach. You will always know how I get paid and who is paying me. In my practice, I have helped clients who vary from those are just starting out in the working world, senior professionals in their maximum earnings period, people going through divorces, people who need to replan their lives because of a change of circumstances, business owners, retirees, etc. I will happily work with other professionals you already trust, or I can recommend other professionals to handle areas which I cannot accomplish alone. I always work hard for my clients and make sure they understand pros and cons of every decision.


Financial Advisor Experience

I have been a financial advisor since 2012 and owned my own firm since 2015. I have over 30 years of investment experience. My educational background includes an MBA with a concentration in Finance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Insurance Licenses

  • Life insurance: NJ, NY
  • Health/disability insurance
  • Fixed annuities: NJ, NY

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

My company is an independent Registered Investment Advisor and I do not work with a broker dealer. If I manage your portfolio, it is in an account at a 3rd party custodian. I work with SEI and Betterment as custodians but can work with other companies. I also work with non-commissioned variable annuities.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances


Helpful Financial Planning Resources