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Peter G. Haag, CFP®
Peter G. Haag is the principal of Haag Financial Consulting.
He has many years of experience in the financial industry as both a consultant and employee for banks,
brokerage firms, mutual fund companies and exchanges.
Peter has a deep understanding of investment vehicles, including stocks, bonds, mutual funds and ETFs.
He has developed successful asset allocation models used by his clients.
He has helped set up family trusts and served as both trustee and estate executor.
Peter is also experienced with many types of tax returns, including personal income tax,
corporate income tax, gift tax and estate tax. He can help recommend ways to minimize these tax burdens.
Work Experience
- Financial Planner, Haag Financial Consulting, Chicago, IL
- Financial Planner, Mentor Capital Management, Inc., Elmhurst, IL
- IT and financial consultant, Peter Haag Consulting, Inc., Chicago, IL
- Assistant VP, Scudder Investments, Chicago, IL
- Project Manager, Chicago Board Options Exchange, Chicago, IL
- Project Manager, Index Systems, Inc., Cambridge, MA
- Software developer, TMI Systems, Inc., Cambridge, MA
- Research intern, IBM Research Laboratory, Zürich, Switzerland
Education and Certifications
- CERTIFIED FINANCIAL PLANNER™ certificant
- Financial Planning courses at Northwestern University and College for Financial Planning (preparation for CFP® exam)
- Series 7 broker's license (expired)
- Fellow, Life Management Institute
- MBA, Massachusetts Institute of Technology Sloan School of Management.
- SB, Massachusetts Institute of Technology with a concentration in Computer Science and Management.
Personal
Peter is very active in sports and outdoor activities. In college he was a 3-sport varsity athlete in wrestling, soccer and track and field.
After college he took up competitive rugby, running, cycling, duathlons and triathlons. He has entered and finished 6 marathons and countless
shorter races. Although knee injuries have curtailed his running, he continues to play rugby occasionally and cycle recreationally.
He continues to compete in veterans (i.e. masters) wrestling tournaments, having won 5 US National championships in his age/weight
category, as well as two bronze medals in world veterans champioships. He also volunteers as a part-time wrestling coach at several
local high schools.
Peter is also an avid hiker, having climbed such peaks as Mt. Whitney in California, Mt. Rainier in Washington,
Mt. Washington in New Hampshire, Ben Nevis in Scotland and the highlight of his career, Kilimanjaro in Tanzania.
He has also done numerous treks in the Alps, Andes and Himalayas as well as bicycle tours of Siberia, Ireland, Scandinavia,
California, New Zealand, Germany, Austria, Hungary, France, Slovakia and Yugoslavia.
Peter is a life-long world traveller, having visited well over 60 countries on all of the continents
(including Antarctica), except for Australia. A list of countries visited can be found here.
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