Rotary Club of Irvine Member Summary
Member since 2018 | Paul Harris Fellow (2021)
Top Causes: Clean Environment
Current Professional Role: Financial Planner at CI Surevest Private Wealth
Haddy is a happily married father of twin boys and spends most of his time outside his professional life outdoors, whether it is hiking, cycling, or keeping with his boys’ energy levels. Professionally, Haddy is a Financial Planner and works with senior executives to secure their families’ financial independence.
Specialties: Executive equity compensation, tax planning, cash flow and retirement planning, estate planning, and insurance strategies.
Contact Haddy to define, plan and achieve your financial life goals.