David M. Haas, CRPC

Financial Advisor

About

I believe in empowering my clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, I will work with you to create a strategy that works for you.

Meet Our Team

David M. Haas

Financial Advisor
Phone: 253.272.7700
Email: David.Haas@WFAdvisors.com
As a veteran of the financial services industry since 2003 my practice operates to serve financial needs through investment planning, goals-based advice and guidance. I manage assets for families, Trusts, individuals, retirement plans and businesses. Through a long-term investment approach I help clients develop and implement strategies for building wealth and realizing goals.

Away from the office I enjoy spending time with my wife, friends and our Welsh Corgis, Jasmine and Fergus. I also enjoy playing tennis and exercising regularly.

 
Chartered Retirement Planning Counselor
Securities Registrations (series 7 and 65)
Insurance licenses (life, long-term care, fixed and variable annuity)
CA Insurance License #4030951: resident state WA
Bachelor of Arts, Business and Public Administration, 1987
Financial Advisor since 2003

Myra Brostuen

Client Associate
Phone: 253.798.5825
Email: Myra.Brostuen@WellsFargoAdvisors.com

Ian Broome

Client Associate
Phone: 253.272.7700
Email: Richard.I.Broome@WellsFargoAdvisors.com

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, ID, IN, NM, NY, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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