facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Individual commitment to a group effort–
that is what makes a team work, a company work, a society work, a civilization work." 

Vince Lombardi

Alejandro J. Haas, CFP®, CIMA® Photo
Read Bio

Alejandro J. Haas, CFP®, CIMA®

Principal & Financial Planner


My passion for financial planning began after graduating from The University of Arizona in the late 90’s and starting in San Diego with a discount brokerage acquired by TD Waterhouse (now part of Charles Schwab). Shortly afterwards, I relocated to Los Angeles to join the agency trade-desk for Wedbush Securities. During this time, I learned about and gained exposure to the capital markets team of a growing investment bank.

Once the dot-com crash came along, I decided to relocate back home to Arizona in 2003. Since then, I have held roles in financial product distribution, private banking, and wealth management for several leading firms on Wall Street (BMO, Merrill Lynch, Wells Fargo, ING, and UBS). One formative experience during this time was the Great Financial Crisis while with Wells Fargo and the collapse of the housing bubble that started in 2006.

While I enjoyed the culture of these firms, I wanted to leave behind the lack of transparency and conflicts of interest to embrace a fiduciary duty to clients, placing their interests before all else.

I started Copper Square Private Wealth with the purpose of providing a better solution for people seeking expert, objective advice. As a CERTIFIED FINANCIAL PLANNER™ certificant and Certified Investment Management Analyst® designee, I am committed to the highest standards of excellence and professionalism in the industry.