Donald Ray Haas, CLU, ChFC, CFP®, RFC, AEP, RFG, MSFS, MEd
Don Haas, an Investment Adviser Representative and a Registered Financial
Gerontologist, is president of Haas Institute for Wealth & Aging, Inc.
He is a financial consultant in practice since 1956 and was cited by Worth
magazine as one of the “300 Best Financial Advisors in America.”
Mr. Haas, who served on the Society of Financial Service Professionals’ National
Board of Directors from 1991 to 1993, also served as its Detroit Chapter’s
president. He currently serves on the Board of Advisors for the American Institute
of Financial Gerontology and on the Board of Governors of the University of
Michigan Music, Theatre & Dance, Alumni Society. He is a 33-year member
of the Million Dollar Round Table and has received the prestigious National
Quality Award for 33 years. He has been an adjunct instructor in Financial
Planning at Lawrence Technological University and served on the CFPâ Board
of Practice Standards. He served on a Curriculum Review Committee for The American
College and on an Examination Review Committee for the CFPâ Board of
Standards.
From 1986 to 2007, Mr. Haas authored a monthly client newsletter, Money Monitor,
and has written two books, How To Plan For Baby Boomers (1998 & 2007) and
Money Forever (2002). He has been a columnist for the National Association
of Insurance and Financial Advisors’ magazine, Advisor Today, has articles
published in the Journal of the Society of Financial Service Professionals,
and served as author of the bi-monthly newsletter, Financial Monitor, from
1990 to 1997 for the Society of Financial Service Professionals. In 1999, he
hosted a weekly two-hour CBS radio show, “Financial Fitness with Don
Haas.” He has also served as an expert commentator on local Detroit Fox-TV.
Haas is an international speaker on financial planning topics. In 2000, he
presented workshops across the United States and in 2003 spoke to an audience
of over 2,000 at the Asia Pacific Life Insurance Congress in Singapore where
his message was positively received. He was the 2001 recipient of the Loren
Dunton Award, in 2002 was inducted into the Michigan Insurance Hall of Fame,
and in 2005 received the Distinguished Accredited Estate Planner Award.
After graduation from the University of Michigan, Mr. Haas joined the trumpet
section of the Detroit Symphony Orchestra, a position he held for twenty years.
During most of those years, he developed his financial planning career, and
since retiring from the DSO in 1973, has devoted his full time to the financial
services profession. He lives in Birmingham, Mich.
He holds a Bachelor of Music degree from the University of Michigan, a Master
of Education from Wayne State University and a Master of Science in Financial
Services from The American College.
Version 0318
