Brandon Haase, CFP<sup>®</sup>, IIMC

Brandon Haase, CFP®, IIMC

Founding Partner | Senior Vice President | Wealth Manager

Office: (518) 419-6723
E-mail:

Website: Visit my web site!

 

Brandon is a Senior Vice President, Wealth Manager of Steward Partners Global Advisory and Founding Partner of Haase Family Advisors. Brandon attended Colorado State University from 1992-1994 and completed his college education at SUNY Cobleskill in 1998 with a Bachelor of Technology degree. After college he worked with a large landscape firm in Central New Jersey. He has worked in the financial services industry since 2004.

Brandon began his career as a financial advisor with Smith Barney where he underwent an intensive training program over a six-month period. During this time, he earned his New York State life, accident, and health and long-term care insurance licenses as well as the Series 7, 63 and 65 securities licenses. Two years into his career he formed a partnership with his father, Hank, who had been with Smith Barney since the late 1980s.

In 2009, Brandon and his father made the decision to move to RBC Wealth Management where they grew their business until Hank’s retirement in 2015. In Fall 2016, Brandon was introduced to Steward Partners by two of its founding partners who had mentored him early in his wealth management career. Brandon joined Steward Partners in 2017 as a Founding Partner and has since earned his CFP© designation in 2020.

In his free time, Brandon enjoys golfing, downhill skiing, and spending time in the Adirondacks with his wife Helena.

Brandon is a problem solver. His goal is to try to solve all his clients’ financial problems and still have time left over to golf and ski.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck