Donald L. Haisman, CFP®

“I get great satisfaction from showing affluent families how to simplify their financial lives and make smart money decisions so that they can achieve their goals and fulfill their values”

Don Haisman serves Carnegie Investment Counsel as the Managing Director of the firm’s Ft. Myers office and is a CERTIFIED FINANCIAL PLANNER™.  Don’s 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.

Don has more than twenty years of experience in the financial services business managing the assets of high net worth individuals, organizations and pension plans.  Early in his career, Don was a 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 Wealth Management, Inc.  merged forces with Carnegie in 2014.

Don earned his Bachelor of Science in Engineering from the University of Detroit and his Master of Business Administration from Eastern Michigan University. 

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