Haden McCarey
Associate Wealth Management Advisor @Northwestern Mutual
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WORK HISTORY
Associate Wealth Management Advisor @Northwestern Mutual
Scottsdale, AZ, US
EDUCATION
University of California, Berkeley
Minor, Political Economy
University of California, Berkeley
Bachelor’s, Legal Studies, General
ABOUT HADEN MCCAREY
I’m a financial planner, team-builder, and first-generation college graduate who operates with relentless focus, compassion, and drive.As a former NCAA student-athlete at the University of California, Berkeley and an Eagle Scout, I bring the discipline, leadership, and resilience forged through elite performance and adversity into my work with clients today.Our team provides comprehensive business, estate, financial planning and wealth management and consulting services primarily to closely held businesses and their owners, pre-retirees/retirees, corporate executives and bank, ESOP and other corporate clients. I specialize in helping growth-minded individuals, families, and professionals take control of their financial futures — with a planning approach built on clarity, strategic thinking, and personal connection.My areas of expertise include:• Financial Planning — Retirement, Education, and Legacy Goal Funding• Risk Management — Life, Disability, Long-Term Care• Wealth Accumulation — Investment Management, Tax-Efficient Strategies, 401(k)/IRA Plans• Estate & Business Succession Planning — Protecting Family and Business LegaciesMy team and I proudly work with:• Growing Families• Medical Professionals• Attorneys• Finance Professionals (Investment Bankers, Private Equity, Venture Capital)• Entrepreneurs & Business Owners• Professional Athletes•Corporate Executives•Bank, ESOP, and other Corporate ClientsOur Approach: We start by listening deeply to your vision for your family, your business, and your legacy. Then we design a tailored strategy to help you achieve your best financial life — with the clarity, consistency, and honesty you deserve.If you’re serious about building a life of greater financial strength and freedom, let’s talk.Contact:P: 92••••••71E: h••••••••@nm.comW: SernettWealth.com
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