Meet Gordon Haas, CFP®
Financial planning is personal.
So is your relationship with your financial advisor.
I’m Gordon Haas, a CERTIFIED FINANCIAL PLANNER® professional who helps individuals, families, and business owners make thoughtful decisions about retirement, investments, insurance, taxes, and estate planning.
My goal is to make complex financial decisions easier to understand, so you can move forward with greater clarity and confidence.
Why I Do What I Do
Helping people understand what’s possible.
Early in my financial planning career, I helped thousands of public employees understand their pensions, 403(b)s, and investment choices. I saw firsthand how greater understanding could replace uncertainty with clarity—and sometimes even excitement about what was possible.
That experience has stayed with me. Financial planning isn’t simply about accounts, projections, or investment returns. It’s about understanding what money can help you accomplish and making thoughtful decisions about the life you want to live.
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Why do I do what I do? Financial planning is personal.
I discovered its power early in my career in finance. I took a job helping state employees understand their financial benefits. I spoke with literally thousands of public servants about the details of their pension and 403(b)’s - how the stock and bond markets work and how to make it work best for them. Whether I was speaking with a crossing guard, teacher, police officer, or elected official, I found it deeply rewarding to explain not just where their finances stood—but what was possible.
Investing wasn’t as complex as they thought. And after our conversations, you could hear it in their voices: relief… and sometimes even joy. That shift from uncertainty to clarity. That’s the job I take on.
Whatever your situation, we’ll work through it together—to build confidence and chart a path towards your financial goals. Because personal finance is about more than numbers. It's shaped by psychology, past and present, the good and bad—and the emotions we carry.
Money is just a concept we’ve all agreed on. But in real life, it’s a tool. It’s how we care for our families, create memories, leave legacies. It’s comfort, freedom, and opportunity. It puts food on the table and a roof over our heads—but also choice in our lives.
These are heavy topics, often loaded with emotion. And that’s exactly why we need to face them—with clarity, compassion, and a plan.
Disclosure: Gordon Haas is a Financial Planner with and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Haas Wealth Strategies. “Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.
A Different Path to Financial Planning
Before becoming a financial planner, my career took me from the high-tech sector to building and running a manufacturing company. I later moved into finance, where my experience has ranged from advising state employees to trading complex strategies in the stock and futures markets.
Those experiences may seem very different, but they share a common thread: understanding how complex systems work, identifying what matters, and making thoughtful decisions when there are a lot of moving parts.
I bring that same mindset to financial planning today. My mechanical engineering degree from Columbia University reinforced an analytical approach to problem-solving, while my years as a business owner taught me that even the best strategy only works if it makes sense in the real world.
Clients often tell me they appreciate my ability to make complicated financial topics easier to understand. I take pride in listening carefully, communicating clearly, and helping people see not only where they stand, but what their options are.
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Want to know what it’s like working with me and my team? The honest answer is—it’s different for every client because you’re unique. But there are clear steps we take to guide you through the process with care and clarity.
We start by getting to know each other. Not just your accounts, but your values. What matters to you? What are your dreams and goals? What is your timeline—and most importantly, why? When we understand the why, the plan becomes more than numbers. It becomes personal. It becomes yours.
This isn’t a quick meeting or a form to fill out. It’s a conversation. We dig into where your finances stand, what insurance protection you have in place, and what might be missing. And from that, we start to build.
Then we get detailed. We review your tax returns, investment statements, bank and insurance info. We enter it into our planning software—so we can see everything clearly and in context.
Once we’re confident the data is correct, we start asking “What if…” What if you became disabled—how would cash flow look? What if you converted part of your IRA to a Roth? What if you changed the way you drew income in retirement? What if you invested differently or took on more or less risk? These are real questions with real impact. From those answers, we circle back to your goals—and only then do we make recommendations.
And we stick with you through implementation. We coach. We listen. We challenge when needed—and encourage always. That’s the difference. That’s what it’s like to work with me and my team.
Please reach out and let’s talk about how I might be of help.
What It’s Like to Work With Me
The plan starts with your life, not your accounts.
No two clients are exactly alike, so no two financial plans should be either. We start by understanding what matters to you: your goals, concerns, priorities, and the reasons behind them.
From there, we get into the details. That may mean reviewing investment and bank statements, insurance coverage, tax returns, retirement benefits, and other pieces of your financial life. I use planning technology to bring those pieces together and explore how different decisions could affect your future.
Only then do we make recommendations. And the work doesn’t end with a plan. I help you implement it, revisit it as life changes, and make adjustments along the way.
Experience You Can
Draw On
Financial planning brings together many disciplines, and my background reflects that. I’m a CERTIFIED FINANCIAL PLANNER® professional with more than a decade of experience in financial services, including financial planning, investment management, retirement planning, and insurance.
My professional background also includes experience in the stock and futures markets, along with years as a business owner. I hold a mechanical engineering degree from Columbia University.
Professional Highlights
CERTIFIED FINANCIAL PLANNER® professional
Over a decade of financial-services experience
Mechanical Engineering degree, Columbia University
Tri-State Financial Planner of the Year, Prudential Advisors, 2023
Prudential Advisors Sophomore of the Year, 2024
Prudential Advisors Junior of the Year, 2025
Million Dollar Round Table (MDRT) member
Beyond Financial Planning
When I’m not working, I’m happiest spending time with my wife and our two adult sons. We love to travel together. I’m also a fan of live music, long hikes, and the occasional round of golf.
I also like learning something new and giving myself the occasional challenge. This year’s goal: learning how to ice skate backwards.
Let’s Start a Conversation
Your financial life is personal. Your financial planning should be too.
If you’re looking for thoughtful guidance and a clearer understanding of your options, let’s talk. We’ll start with a conversation about what matters to you
and whether working together makes sense.