AeroLeads people directory · profile
Weston Haaf, Cfp® Email & Phone Number
Owner | Wealth Manager
at
Vantage Wealth Management, LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Owner | Wealth Manager
Location
Dallas-Fort Worth Metroplex, United States
Who is Weston Haaf, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Weston Haaf, Cfp® is listed as Owner | Wealth Manager at Vantage Wealth Management, LLC, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Weston Haaf, Cfp®.
Weston Haaf, Cfp® previously worked as Vice President, Financial Consultant at Fidelity Investments and Financial Consultant at Fidelity Investments. Weston Haaf, Cfp® holds B.S., Business Administration (Marketing, Finance) from Trinity University.
Company email context
Email format at Vantage Wealth Management, LLC
This section adds company-level context without repeating Weston Haaf, Cfp®'s masked contact details.
Vantage Wealth Management, LLC
Review company-level records connected to Weston Haaf, Cfp® before choosing the right outreach path.
Profile bio
About Weston Haaf, Cfp®
I am a CERTIFIED FINANCIAL PLANNER™ professional and owner of Vantage Wealth Management based in Sunnyvale, TX. I have over a decade of financial planning experience. While proper planning requires a high level of technical knowledge and expertise, I believe everything starts with a relationship and understanding of each individual's values, priorities, and emotions. As a fiduciary, I take the time to truly know my clients so I can help make the decisions that matter most in their financial lives.In my prior role as Vice President, Financial Consultant with Fidelity Investments, I served as the primary advisor for 445 households with a total of $1.3 billion in client assets.I graduated from Trinity University in San Antonio, TX with a B.S. in Business Administration (Finance, Marketing) and a Minor in Sport Management.Phone: (214) 395-6590Email: weston@vantagewm.comhttps://www.vantagewm.com
Current workplace
Weston Haaf, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
Weston Haaf, Cfp® work experience
A career timeline built from the work history available for this profile.
Owner | Wealth Manager
Current- Fiduciary advisor who takes the time to truly know my clients so I can help make the decisions that matter most in their financial lives- Focused on relationships and understanding of each individual's values, priorities, and emotions- CERTIFIED FINANCIAL PLANNER™ professional serving high net worth individuals and families
Mar 2023 - Present
Vice President, Financial Consultant
- Served as the primary advisor for 445 households with a total of $1.3 billion in client assets.- Specialized in retirement planning, Social Security, investment strategy, savings strategy, income planning, tax-efficient investing, charitable giving, and wealth transfer.
May 2020 - Mar 2023
Financial Consultant
Mar 2017 - May 2020
Investment Consultant
Oct 2015 - Feb 2017
Financial Representative Ii
Jun 2014 - Oct 2015
Investment Solutions Representative
Jun 2013 - Jun 2014
Financial Service Representative
Jul 2012 - Jun 2013
Information Technology Services
Sep 2008 - May 2012
Sports Marketing Research
May 2011 - Jul 2011
Sports Marketing Intern
May 2011 - Aug 2011
Administrative Intern
Jun 2010 - Aug 2010
1 education record
Weston Haaf, Cfp® education
FAQ
Frequently asked questions about Weston Haaf, Cfp®
Quick answers generated from the profile data available on this page.
What company does Weston Haaf, Cfp® work for?
Weston Haaf, Cfp® works for Vantage Wealth Management, LLC.
What is Weston Haaf, Cfp®'s role at Vantage Wealth Management, LLC?
Weston Haaf, Cfp® is listed as Owner | Wealth Manager at Vantage Wealth Management, LLC.
Where is Weston Haaf, Cfp® based?
Weston Haaf, Cfp® is based in Dallas-Fort Worth Metroplex, United States while working with Vantage Wealth Management, LLC.
What companies has Weston Haaf, Cfp® worked for?
Weston Haaf, Cfp® has worked for Vantage Wealth Management, Llc, Fidelity Investments, Trinity University, and San Antonio Sports Foundation.
How can I contact Weston Haaf, Cfp®?
You can use AeroLeads to view verified contact signals for Weston Haaf, Cfp® at Vantage Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Weston Haaf, Cfp® attend?
Weston Haaf, Cfp® holds B.S., Business Administration (Marketing, Finance) from Trinity University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial