Wealth Advisor and CERTIFIED FINANCIAL PLANNER®
Thoughtful Planning to Pursue Your Financial Goals
Empowering Your Financial Future
Financial planning is more than just numbers — it’s about building a future with confidence and purpose. Our personalized, hands-on approach ensures that your goals remain the driving force behind every strategy we create.
We prioritize real relationships, offering experienced guidance tailored to your unique journey. Your financial freedom starts with a plan designed for you, and we’re here to help you pursue your goals with clarity and confidence.
PLAN
Get a holistic look at your financial picture and use this information to guide future financial decisions.
PROTECT
Protect your income and plan for risks by selecting the ideal insurance plan for your needs.
BUILD
Implement savings and investment strategies designed to grow your wealth over time and plan for retirement.
ENJOY
Feel confident about your retirement. Create plans to benefit family, friends, and community in the future.
GenRelational Wealth™
the Podcast
Welcome to GenRelational Wealth, the podcast where financial planning meets timeless family wisdom.
Each episode brings you insightful conversations with seasoned professionals in various fields of retirement planning. We’ll look at numbers and delve into their stories. Discover the lessons our guests learned from their parents about money and explore how they are sharing that wisdom with the next generation.
Whether you are planning for your retirement years or shaping a financial legacy, GenRelational Wealth offers practical tips and heartfelt inspiration to help you navigate your own financial journey.
Gordon Haas, CFP®
Gordon Haas is a wealth advisor and
CERTIFIED FINANCIAL PLANNER® professional
I help professionals plan for retirement and create financial confidence through personalized, values-based planning.
With experience ranging from advising state employees to trading complex market strategies, I bring both technical insight and a human touch to every client relationship.
I believe financial planning isn’t just about numbers. It’s about clarity, confidence, and helping you live the life you envision.
We have a wealth of knowledge to share!
Watch these quick financial “video snacks”
in under 2 minutes.