Capital Advisors
George Haas is a seasoned financial professional with extensive experience spanning over two decades. Currently serving as Senior Vice President at Capital Advisors, Inc. since November 2019, George has previously held significant roles as a Client Advisor at Mercer Advisors from February 2014 to October 2019, and as a Wealth Adviser at United Capital Financial Advisers, LLC, alongside a position as a Registered Representative at Girard Securities. Earlier in the career, George worked as a Financial Adviser at UBS Financial Services and Charles Schwab. Educational qualifications include a Master of Business Administration from the University of Phoenix and a Bachelor of Science in Regional Development from the University of Arizona, complemented by a strong foundational education from Brophy College Preparatory.
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Capital Advisors
Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust. To learn more about us, visit capitaladv.com or email info@capitaladv.com See relevant disclosures here: https://www.capitaladv.com/disclosures/