Our Team

Our Team

Donald J. Haskell CLU®, ChFC®, RIA

Director, Xnergy Financial LLC

Mr. Haskell is a 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, Mr. Haskell founded Santa Fe’ Wealth Management, Inc. “a Registered Investment Advisory firm” located in San Diego, California. Mr. Haskell formed SFWM to provide a broader range of Investment Advisory services to business owners and other high net worth families. Throughout his career, Mr. Haskell has assisted his clients and their tax and legal advisors, in developing well balanced, tax efficient investment portfolios and sophisticated tax, estate planning and asset protection strategies aimed at protecting, preserving and passing on their wealth to their families, charitable organizations or to fulfill other specific objectives.

Through Santa Fe’ Wealth Management, Mr. Haskell offers a broad range of top tier money managers, trust advisory services, private multi-family income real estate offerings and various Hedge Funds.

Xnergy Financial was a perfect fit to expand his services to include Investment Banking and M&A services for his clients and provide them a trusted resource to buy or sell a business, or gain access to funding to grow a business.

Mr. Haskell began his career in the securities and Insurance industry in 1973 and in 1975 he joined Principal Financial Group and Princor Financial Services, “A registered Broker dealer”, and worked there through 1984. Principal is considered one of the top pension and employee benefit providers in the country.

In 1984 Mr. Haskell became an independent securities and Insurance broker and through 2001 he worked for the investment firm, Mutual Service Corp and two acquired broker dealers. Mutual Service Corp is a whole owned subsidiary of Pacific Life.

Throughout his carrier Mr. Haskell has assisted numerous businesses in developing important key employee benefit and pension plans necessary to attract and keep top talent at their firms and provide the business owners important tax and asset protection benefits. The collective value of these plans and the income and estate tax savings generated for owners and employee’s is estimated at over one hundred million dollars.

In 2001 Mr. Haskell was offered a position with the First Montauk Securities office in La Jolla, California to provide his expertise to brokers and clients of the firm. He held this position through 2004 when he left to build his own independent Registered Investment Advisory firm.

Additionally, Mr. Haskell holds a California Real Estate Broker’s license and through his career has developed many multi-family and land development projects.

Professional Licenses and Certifications:

Professional Affiliations:

+ Contact

Phone: (310) _552-0000

Email:[email protected]