Jim Haack, Financial Advisor

FINANCIAL ADVISOR
Jim Haack

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

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(805) 543-1733

Fax

(877) 774-9864

Office Address

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

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