Biography

Contact Information:

phonePhone

253.272.7700

David M. Haas, CRPC

Senior Financial Advisor
First Vice President - Investments

As a veteran of the financial services industry since 2003 my practice operates to serve financial needs through investment planning, goals and cash-flow 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, pickleball 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
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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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