Donald J. Haskell CLU®, ChFC®
Managing Director of Xnergy Financial, LLC
Don is a Managing Director of Xnergy Financial. Don brings a new dimension of services to Xnergy with his 30+ years of experience in the Wealth Management, corporate pension and employee benefits and real estate investment industries.
In 2006 Don is the founder of Santa Fe’ Wealth Management, Inc,
In 2006 Don formed Santa Fe’ Wealth Management, Inc. “a Registered Investment Advisory firm” in San Diego, California to provide a broad range of Investment Advisory services to his clients. Prior to forming SFWM, Don was a founder and managing partner of Lombardi Haskell Wealth Management, Inc. in Cardiff, Ca.
Don’s career in the financial services industry started in 1974 and in 1975 Don joined Bankers Life Insurance Company now (Principal Financial Group and Princor Financial Services, A registered Broker dealer). Principal is considered one of the top pension and employee benefit plan providers in the country. Don spent over 9 years with Principal and during his tenure there, Don gained a broad knowledge of corporate employee benefit plans, and business cessation planning.
Don left Principal to become an independent insurance agent and securities broker and to further his knowledge of other tax minimization, charitable giving and estate preservation strategies. Over the next 20+ years , Don managed and helped build independent brokerage offices for various investment firms and In 2001, he and a partner formed Lombardi Haskell Wealth Management, the predecessor of Santa Fe’ Wealth Management, Inc.
Don has weathered multiple market and economic cycles over his 30+ year career in the financial services industry and he regularly draws on these experiences when advising his clients.
Through his use of the many advanced planning and tax saving strategies he learned over the years, Don has helped clients save millions of dollars in taxes, helped protect their families, preserve business’s for future generations and to fulfill client’s philanthropic goals.
Professional Licenses and Certifications:
FINRA Licenses series 7, 24, 63, 65 and 66
Chartered Financial Consultant – American College, Bryn Mawr, Pa
Chartered Life Underwriter - American College, Bryn Mawr, Pa
California Real Estate Broker’s License, 00790672
California Insurance License’s, Life, Health, Disability and Commercial, 0452989
CONNECT Association, a 501c6 trade organization (formally UCSD Connect)
MIT Enterprise Forum
Don is a Vietnam Veteran, serving from 1968 through 1972
Don has lived in San Diego since 1981.