George Haas

George Haas is Senior Vice President and Wealth Advisor at Capital Advisors, Inc., based in Houston, Texas. In this role, he leads business development and delivers wealth management solutions tailored for high-net-worth individuals and institutions throughout the South Texas region. His key responsibilities include client advisory, investment planning, and overseeing strategic asset allocation for clients.

George specializes in comprehensive financial planning and investment management, with particular emphasis on sectors and asset classes relevant to affluent clients—such as public and private equities, fixed income, and alternative investments. He leverages deep experience in depository banking functions and institutional advising to support both individual and corporate clients' financial objectives.

With 22 years of experience in the wealth management industry, George's career includes notable positions at Mercer Advisors, United Capital Financial Advisors, UBS Group AG, and Charles Schwab. He holds a BS from The University of Arizona and an MBA from the University of Phoenix, as well as industry credentials including Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), and Chartered Financial Consultant® (ChFC®). His strategic approach and dedication to client success mark his significant contributions to the investment advisory field.