Think back on your earliest experiences with money.
Who helped shape your perspective? What keeps you up at night? What is important about money to you?
I want to know about these formative experiences and views so I can help align your strategy with your values.
Money is a sensitive topic, and opening up about your experiences takes vulnerability. I understand this is not the easiest subject, but I know how deeply personal and important it is to get it right. Our conversations are always confidential, and there is no such thing as a bad question.
When in doubt, just ask! I promise to be patient and informative.
Weston Haaf, CFP®
Owner | Wealth Manager
Welcome! I am a CERTIFIED FINANCIAL PLANNER™ professional and financial advisor based in Sunnyvale, Texas, with more than a decade of experience at Fidelity Investments before launching Vantage Wealth Management in 2023. While great planning requires technical expertise, I believe it begins with genuine relationships and a clear understanding of each person’s values, priorities, and emotions. As a fiduciary, I take the time to truly know my clients so I can help them make confident decisions about what matters most in their financial lives.
Outside of work, I enjoy spending time with my wife, Nicole, and our sons, Everett and Grayson. We love hiking in the mountains or simply sharing a relaxing dinner on a patio. I’m a lifelong sports fan, especially of the Dallas–Fort Worth teams, and a former college baseball player at Trinity University who still enjoys getting back on the field for softball. My faith is central to who I am, and I’m grateful for the opportunity to serve through my church and local community.
Client-Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.
With years of experience in financial services, I can help you address your needs of today and for many years to come. I look forward to working with you!