About Alejandro Haas, CFP®, CIMA®
My name is Alex and I advise executives of publicly-traded and VC-backed companies with equity compensation (RS/RSU, SOP, ESPP), business owners and retirement plan sponsors providing expert, objective financial planning and advisory services.
As your financial advocate, we help you navigate the increasing complexity of the financial markets and regulations with a customized strategy, tracking your progress and making adjustments as your needs and goals change.
I have 20+ years of experience in the financial industry and held roles in trading, product distribution, private banking, and wealth management. I graduated with a business degree from the Eller College of Management at The University of Arizona and also am a CERTIFIED FINANCIAL PLANNER™ certificant and Certified Investment Management Analyst® designee.
My office is located in midtown Phoenix, AZ and I work with clients in-person and virtually across Arizona.