Weston Haaf
Owner | Wealth Manager at Vantage Wealth Management, LLC | Dallas-Fort Worth Metroplex
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Weston Haaf is a dedicated CERTIFIED FINANCIAL PLANNER™ professional and the owner of Vantage Wealth Management, LLC, located in Sunnyvale, TX. With over a decade of experience in financial planning, Weston has cultivated a reputation as a fiduciary advisor who prioritizes deep, meaningful relationships with his clients. His approach transcends traditional financial advisory services; he believes that effective wealth management begins with understanding each client's unique values, priorities, and emotional drivers. This philosophy allows him to tailor personalized financial strategies that resonate with his clients' life goals.
At Vantage Wealth Management, Weston leads key projects focused on comprehensive personal tax planning and retirement income strategies, ensuring that high net worth individuals receive bespoke solutions that align with their financial aspirations. His expertise in market research and investments enables him to navigate complex financial landscapes, providing clients with informed insights that drive sound decision-making. Weston’s proficiency in tools such as Microsoft Excel and SPSS enhances his analytical capabilities, allowing him to deliver data-driven recommendations that optimize wealth management outcomes.
In addition to his technical skills, Weston is passionate about sports marketing, which adds a unique dimension to his practice. He understands the financial intricacies faced by athletes and sports professionals, enabling him to offer specialized guidance tailored to their unique circumstances. By merging his financial acumen with a genuine understanding of his clients' lives, Weston Haaf continues to empower individuals to make informed decisions that significantly impact their financial futures.
Owner | Wealth Manager at Vantage Wealth Management, LLC in March 2023 to Present
Vice President, Financial Consultant at Fidelity Investments in May 2020 to March 2023
Financial Consultant at Fidelity Investments in March 2017 to May 2020
Investment Consultant at Fidelity Investments in October 2015 to February 2017
Financial Representative II at Fidelity Investments in June 2014 to October 2015
Investment Solutions Representative at Fidelity Investments in June 2013 to June 2014
Financial Service Representative at Fidelity Investments in July 2012 to June 2013
Information Technology Services at Trinity University in September 2008 to May 2012
Sports Marketing Intern at San Antonio Sports Foundation in May 2011 to August 2011
Sports Marketing Research at Trinity University in May 2011 to July 2011
Administrative Intern at Fidelity Investments in June 2010 to August 2010
See more
See less
Personal Financial Planning
Private Wealth Management
Tax Planning
Investment Management
Retirement Planning
Portfolio Management
Social Security
Wealth Transfer
Charitable Gift Planning
Personal Tax Planning
Retirement Income Strategies
Finance
Investments
Outlook
Excel
Writing
Word
Customer Service
Sales
Mutual Funds
Financial Analysis
Financial Services
Investment Strategies
Asset Allocation
Options
Stock Trading
Trading
Wealth Management
Emerging Markets
Manage Client Relationships
Client Development
Uniform Combined State Law
Financial Planning
See more
See less
Discover more about Vantage Wealth Management, LLCWhat is Weston Haaf email address?
Email Weston Haaf at [email protected]. This email is the most updated Weston Haaf email found in 2026.
How to contact Weston Haaf?
To contact Weston Haaf send an email to [email protected]. (updated on October 30, 2024)
What company does Weston Haaf work for?
Weston Haaf works for Vantage Wealth Management, LLC
What is Weston Haaf's role at Vantage Wealth Management, LLC?
Weston Haaf is Owner | Wealth Manager
What is Weston Haaf's Phone Number?
Weston Haaf's phone +44 ** **** *158
What industry does Weston Haaf work in?
Weston Haaf works in the Financial Services industry.
Weston Haaf Email Addresses
Weston Haaf Phone Numbers
Get a free list of similar prospects, filtered by title, company, or industry.
Build your Prospect ListPeople like Weston Haaf
Director, Technical Product Management at Optum
Regional Team Lead at Mindbase Education
delivery at Domino's Pizza
Office Manager at Viking Distribution LLC
Visiting Professor of Economics at Oberlin College
Freelance Editor at Kestrel Rundle Editing
Retired at Cigna
Owner at Recon Jack Media
Team Faryl Robin at Faryl Robin Footwear
Senior Director, Program Management | Diversity, Equity, and Inclusion at Experian
Senior Director of Marketing at Skin Pharm
Organizational Effectiveness Principal at USAA
Beverage Manager and Event Coordinator at Toque & Bottle Advisory
Associate Vice President Sales at HSA Bank, a division of Webster Bank, N.A.
Programmer Analyst Lead - AML Decision Science (contractor) at American Express
Teller at Wachovia Bank
Teacher at Clark County School District
Sales Associate/Stockroom at Forever 21
Principal/Partner, Global Financial Services Industry - Data, Analytics & AI at Deloitte
pesquisadora de pós doutorado at Harvard University
Show more
Show less