Wealth Advisor and CERTIFIED FINANCIAL PLANNER®
Thoughtful Planning to Pursue Your Financial Goals
GenRelational Wealth™
the Podcast
Welcome to GenRelational Wealth, the podcast where financial planning meets timeless family wisdom.
Each episode brings you insightful conversations with experts in retirement planning. We’ll look at numbers and delve into their stories. Discover the lessons our guests learned from their parents about money and explore how they are sharing that wisdom with the next generation.
Whether you are planning for your retirement years or shaping a financial legacy, GenRelational Wealth offers practical tips and heartfelt inspiration to help you navigate your own financial journey.
Empowering Your Financial Future
Financial planning is more than just numbers — it’s about building a future with confidence and purpose. Our personalized,
hands-on approach ensures that your goals remain the driving force behind every strategy we create.
We prioritize real relationships, offering expert guidance tailored to your unique journey. Your financial freedom starts with a plan designed for you, and we’re here to help you pursue your goals with clarity and confidence.
PLAN
Get a holistic look at your financial picture and use this information to guide future financial decisions.
PROTECT
Protect your income and plan for risks by selecting the ideal insurance plan for your needs.
BUILD
Implement savings and investment strategies to grow your wealth over time and plan for retirement.
ENJOY
Feel confident about your retirement. Create plans to benefit family, friends, and community in the future.
Gordon Haas, CFP®
Gordon Haas is a wealth advisor and
CERTIFIED FINANCIAL PLANNER® professional.
Gordon has worked as a financial advisor to state officials and employees and has expertise in trading complex derivative strategies in the stock and futures markets. Gordon holds an undergraduate degree from Columbia University.
Earlier in his career, Gordon built a manufacturing company and worked in the high tech field before transitioning to finance.
He truly finds fulfillment being an experienced resource. He is well versed in financial topics that touch all aspects of clients' lives and is able to explain complex topics in easy-to-understand language. Gordon is a great listener and finds solutions that are tailor-made to each individual’s unique financial situation and personal goals.
We have a wealth of knowledge
and experience to share!
Enjoy a financial “snack”
in under 5 minutes.
Pick a topic of interest
and listen to learn.