portrait of Jim Haack
FINANCIAL ADVISOR

Jim Haack

AAMS™
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Cycling
  • Woodworking
  • Bird Watching

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

Fax

(877) 774-9864

Branch Team

  • Genevieve Hampton
    Branch Office Administrator

Office Address

1347 Monterey Street
San Luis Obispo, CA 93401opens in a new window

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