Doreen J. Haller, CFP®, CRPC®Personal CFOs
Doreen J. Haller, CFP®, CRPC®
Doreen possesses a breadth of expertise in the world of financial planning.
Having earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification and the Chartered Retirement Planning Counselor™ (CRPC®) designation, and with almost 30 years of experience, she is well-versed in insurance, investment, and retirement income planning. She also possesses a wealth of supporting credentials, including the FINRA Series 6, 7, and 63 securities registrations, which allow her to plan and execute strategies involving mutual funds, alternative investments, variable annuities, stocks, and bonds. She is licensed in New York, North Carolina, and California for insurance. She also holds licenses in California, Connecticut, Florida, Georgia, Indiana, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, and Tennessee for investments.
Doreen belongs to Strategic Coach, which is an entrepreneurial coaching program for successful business owners who strive for a balance between family and business. Strategic Coach has been instrumental in creating a competitive edge that allows Best Times Financial's clients to be confident and secure in their objectives.
Applying special knowledge that more than a quarter of a century of experience has given her, Doreen is able to assist in preserving, protecting, and generating wealth while helping her clients work toward achieving their goals. She also helps her clientele feel confident about their plan by utilizing the Custom Wealth Architect™ (CWA). The CWA is a five-step process that constructs powerful blueprints that help to build and retain wealth. Doreen will use these tools along with her experience to help overcome the challenge of planning for retirement while mitigating unnecessary risk.
Doreen and her husband, Terry, live in her childhood home in Honeoye Falls, an 1867 farmhouse that they've restored. An avid, lifelong skier, Doreen is a founding shareholder of the cooperatively owned Mad River Glen Ski Area in Vermont. She has worked at Bristol Mountain for over 29 years, where she's known as a patient and talented ski instructor. She is the president of the North Bloomfield Community Association.
Since 2005, Doreen has worked with the team at Best Times Financial Planning, where she provides sound advice and creative solutions to clients so they can make informed decisions to ensure the financial well-being of their families.