Brad Haverback
CFP®
Financial Advisor / Member Owner
I enjoy and value the relationships we have built with our clients. It is a privilege to be their trusted advisor and help them pursue their goals.
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Education &
Affiliations &
Brad Haverback serves as a financial advisor in our Cedar Rapids, Iowa, office, where he helps individuals and families navigate complex financial planning decisions. As a CERTIFIED FINANCIAL PLANNER® professional, Brad focuses on strategies such as wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, investment and insurance analysis, debt management, and education funding.
Brad began his career in financial services in 2010 and worked as vice president and partner at World Trend Financial until it joined Savant in 2022. His commitment to financial education extends beyond his clients as he coaches youth and high school sports and teaches financial literacy in area schools. In 2014, the Corridor Business Journal recognized Brad as a 40 Under 40 leader, and he participated in the Cedar Rapids Metro Economic Alliance Leadership for Five Seasons program.
Brad earned a bachelor’s degree in business administration from Augustana College in Rock Island, Illinois, graduating cum laude. He and his wife, Kindel, have four children: Olivia, Kellen, Grant, and Quinn. Brad enjoys spending time with friends and family, traveling, playing basketball and golf, and cheering on sports teams at all levels.
Education &
Designations
- Augustana College
Bachelor of Arts in Business Administration, cum laude - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Cedar Rapids Metro Economic Alliance Leadership for Five Seasons
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
2014 40 Under 40 Cedar Rapids & Iowa City: This ranking, published in November of 2014 by the Corridor Business Journal, recognizes members of the Corridor community under the age of 40. Savant did not pay a fee to be considered for this recognition.