David Haas, CFP® in

David Haas, CFP®

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President at Cereus Financial Advisors LLC
📍 New York City Metropolitan Area, United States

David Haas is the President of Cereus Financial Advisors, focusing on professionals and small business owners. He created the College Money Match system and serves as President-Elect of the Financial Planning Association of NJ. His background includes an MBA and a previous career as a software engineer at Fujitsu.

Outside of his firm, David is passionate about financial education, serving as an adjunct faculty member for the CFP® Certificate program at Fairleigh Dickinson University. He is a frequent speaker at schools and nonprofits, and he contributes his financial insights to national publications. He has also volunteered for Junior Achievement of New Jersey.

Uniquely, David holds patents in network communications from his prior career as a software engineer before transitioning into financial planning.

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Experience
48 Years
Current Role
President
Location
New York City Metropolitan Area, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics David cares about

College Financial Planning
He created the "College Money Match" system to help families choose colleges wisely and create an education budget. He frequently speaks on the topic.
Retirement Planning
A core part of his practice involves creating comprehensive, holistic financial plans for professionals and business owners to help them achieve their retirement goals.
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Career

Work history

11-2015
President
Cereus Financial Advisors LLC
11-2015 - 11-2015
Financial Advisor
Cereus Financial Advisors
1-2014 - 12-2015
Adjunct Faculty
Fairleigh Dickinson University
2-2013 - 11-2015
Financial Advisor
Scipione Wealth Advisors
6-2009 - 1-2013
Software Engineer
Fujitsu Network Communications
In the press

Media appearances

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Education
1984 - 1987
MBA
Pace University - Lubin School of Business
2016 - 2017
Civic Leadership Program
Bergen Leads
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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