Alejandro Haas, CFP®, CIMA® Copper Square Private Wealth, LLC

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About Alejandro Haas, CFP®, CIMA®

My name is Alex and I provide fee-only hourly and flat-fee project based financial planning and advisory services to private investors; retirement plan consulting services to business owners and plan sponsors.

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 downtown Phoenix, AZ and I work with clients in-person and virtually across Arizona.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Owners
  • Gen X
  • Mid-Career Professionals
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $1000+/engagement
  • Hourly Fee: $350+/hr
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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