Mandy Haack, CRPC
Login to view DISC.Mandy Haack is a Director and Consumer Investment Market Leader at Bank of America/Merrill with 14 years of experience. She leads a high-performing team of financial advisors in the San Diego area, focusing on retirement planning and financial education, holding a Chartered Retirement Planning Counselor™ designation.
Outside of work, Mandy is actively involved in her community. She participates in local environmental conservation efforts, such as volunteering for habitat restoration with The Escondido Creek Conservancy, and serves as a Better Money Habits Champion for Bank of America, promoting financial literacy.
Interesting fact: Mandy is a back-to-back Pinnacle award winner, receiving the prestigious recognition in both 2022 and 2023 for her leadership and performance.
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