Donald L. Haisman, CFP®
Senior Financial Planner/Managing Director
Donald Haisman has more than twenty years of experience in the financial services business managing the assets of high net worth individuals, organizations and pension plans. Mr. Haisman earned his undergraduate degree in engineering and complemented it with a Masters in Business Administration (MBA). Early in his career, he was an registered representative with Investors Diversified Services Inc. Frustrated by the conflict of interest inherent in a commission-based sales environment, he founded Haisman Wealth Management, Inc., a fee-only registered investment advisory firm. Haisman was recently acquired as a branch of Carnegie Investment Counsel.
Mr. Haisman earned the professional credential of Certified Financial Practitioner™ practitioner. His investment philosophy is derived from his studies of Modern Portfolio Theory—focusing on building individual client portfolios that maximize profits per unit of investment risk. By utilizing low-cost, no commission investments held by an institutional custodian, Carnegie is able to implement investment strategies at quite a reasonable cost.
Office: Fort Myers