Peter J. Haack

Background

About Peter J. Haack

With experience in fields as diverse as mechanical engineering, real estate managing and investing, and investment consulting, Peter has synthesized the values of entrepreneurship, reliability and professional excellence. He continues to grow in these areas by participating in “The 10X Ambition Program” for entrepreneurs hosted every quarter by Dan Sullivan of Strategic Coach. His diverse background reflects the drive of a dynamic, dedicated thinker with a passion for challenge. A mechanical engineer (Villanova University, BME) turned sales and marketing pro turned self-taught real estate investor and investment consultant, Peter grew his own independent investment firm from a basement business into a thriving practice. He then joined industry leader Smith Barney (now Morgan Stanley) in 1990. Peter is an inspiring coach, teacher, seminar leader and public speaker. Both his clients and his colleagues benefit from his big-picture thinking and his creative innovations. He is a frequent speaker to industry professionals. Peter is a designated CERTIFIED FINANCIAL PLANNER™ (CFP®) recognizing his commitment to a consultative approach to wealth management. He has earned the Certified Investment Management Analyst® (CIMA®) designation from the prestigious Wharton School of Business at the University of Pennsylvania, an accreditation that indicates his knowledge in all areas of investing. An active investor in Chicago real estate, Peter lives in Deerfield, Illinois with his wife Susan. They have three children.