David Haman

David has been a wealth advisor since 1996, joining Mercer Advisors in 2014. Previously, he founded a firm specializing in portfolio management and insurance and worked as a software engineer for 12 years. David is passionate about helping clients solve financial problems, prevent crises, and build wealth, guiding them in a low-stress approach to financial planning. He holds a B.S. and a Master of Engineering from Penn State University, a Master of Taxation from Widener University, and a Master Certificate in financial psychology from Creighton University. David is a CERTIFIED FINANCIAL PLANNER® Professional and an adjunct professor at Widener University’s Graduate School of Business, a CFP® registered program. Inspired by his upbringing in Philadelphia suburbs, David is committed to making a difference. He works out of our Radnor office, lives in the area with his family, and serves on the Upper Darby Township Firefighters’ Pension Board. Recreationally, he enjoys cheering on his favorite sports teams.