Dan LaHaie has been a wealth advisor for 20 years, serving families’ and small business owners’ investment and financial planning needs. Dan’s business mission statement is to serve individuals’ and families’ financial and investment planning needs by providing personalized solutions, with the goal of empowering them to achieve their unique financial goals.
Dan earned his degree in 1991 from Evangel University, majoring in Accounting along with a concentration in Business Management. Dan worked for 7 years as an accountant prior to becoming a wealth advisor. Dan acquired his Series 7, Series 63 and Insurance Licenses in 1998. In 2016, Dan met the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.
Dan and his family are members of First Friends Church in Canton, where Dan serves on the Elder and Finance teams. Dan is a member of the North Canton Rotary Club where he served as President in the Rotary year of 2010-2011, and also is a past-member of the Board of Directors. Dan is a member of Malone University President's Advisory Council and has also served on the Board of Trustees of Malone University in Canton, Ohio. Finally, Dan is currently the manager of the Canton Challenger Rockies, a special needs baseball team for which his son Tate plays.
He lives in North Canton, OH with his wife Jennifer and their three children Harrison, Tate and Teagan whom all attend North Canton City Schools.
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.