Mike Haak, CFP®

Mike is a CERTIFIED FINANCIAL PLANNER® and the founder of Goldrise Wealth Advisors. With over a decade of experience helping individuals and families build stronger financial futures, his passion is making a difference. He is driven to help clients achieve their financial goals with confidence and clarity.

Having worked across a variety of firms—including a large brokerage company, a start-up registered investment advisor, and a limited partnership—Mike has gained a well-rounded perspective on how financial advice can be delivered. This background allows him to draw on the best of each approach while creating personalized strategies for clients, from young professionals just starting out to retirees looking to protect and enjoy their hard-earned wealth.

Known for making complex topics simple, Mike takes the time to educate and empower clients while building tailored plans that fit their goals. By combining technical expertise with a client-first mindset, he helps people feel secure in every stage of their financial journey. He places a strong emphasis on clear and consistent communication ensuring clients always feel informed.

Outside of work, Mike gives back to his community as a founding member of “Charlotte Guys for Good,” an organization focused on improving the local community. He is an avid traveler who enjoys exploring new countries, seeking fresh experiences, and learning about different cultures. Mike is also a passionate Clemson Tigers and Buffalo Bills fan.

contact Mike

mike@goldrisewealth.com

(704) 312-8008