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Benjamin Haas

Wealth Manager

About Benjamin Haas

I started the Haas Financial Group, LLC in April 2013 after spending 8 years with Gerhart, Haas & Associates, a Financial Advisory practice of Ameriprise Financial.

I am responsible for the firm’s business development, personal financial consulting services and the client service model.

I am a CERTIFIED FINANCIAL PLANNING PROFESSIONAL and Chartered Retirement Planning Counselor registered/licensed to conduct business in PA, FL, MA, NJ, OH, TX, VA, CO holding Series 7 with LPL Financial and Series 66 registrations with both LPL Financial and Great Valley Advisor Group, as well as PA Life Accident & Health Insurance licenses. CRPC conferred by the College for Financial Planning.

My wife, Desiree, and I have three sons, Cayden, Gabriel and Lucas. When not at work, I am an active participant in my community and church. I enjoy home projects, music, rooting for my Philadelphia sports teams and spending as much time as I can with my family and friends.

Business Experience

2006 to 2013, Financial Advisor, Ameriprise Financial Services, Inc., Center Valley, PA

Qualifications, Designations and Degree

  • 2006, Bachelor of Science, Political Science, Franklin & Marshall College
  • Financial Planning Association, Member
  • Registered to conduct business in PA, FL, MA, NJ, OH, TX, VA, CO

Community Participation 

  • Kutztown Area School District Education Foundation, President
  • Kutztown Community Partnership, Chair of Economic Development Committee
  • Zion’s Union Church of Maxatawny, Finance Committee & Strategic Planning Task Force
  • Optimist Club of Kutztown, Past President
  • Franklin & Marshall College, Alumni