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
![](mediahandler/media/289482/David image_188x263.jpg)
David M. Haas
Financial AdvisorAway 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
![](mediahandler/media/289484/matty_20170515_7-2_188x263.jpg)
![](mediahandler/media/289486/Ian headshot 699w875h_188x263.jpg)