Doreen Haller / CFP®, CRPC® at Best Times Financial Planning
Doreen Haller has been a member of the team at Best Times Financial Planning since 2005, where she provides sound advice and creative solutions to clients so they can make informed decisions to ensure the financial well-being of their families.
Doreen has earned the Certified Financial Planner Practitioner certification and the Chartered Retirement Planning Counselor designation. She has almost 30 years of experience in financial services, and is well-versed in insurance, investment and retirement income planning as well as credentials and experience that allow her to plan and execute strategies involving mutual funds, alternate investments, variable annuities, stocks and bonds. She is licensed in New York, North Carolina and California for insurance. She also holds licenses in California, Connecticut, Florida, Georgia, Indiana, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, and Tennessee for investments.
Doreen also belongs to Strategic Coach, an entrepreneurial coaching program for successful business owners who strive for balance between family and business. An avid, life-long skier, Doreen is a founding shareholder of the cooperatively owned Mad River Glen Ski Area in Vermont. She has worked at Bristol Mountain for over 29 years where she's known as a patient and talented ski instructor. She is also Treasurer of the RIT Women’s Council, Secretary of the Honeoye Falls-Mendon Chamber of Commerce, President of the North Bloomfield Community Association and President and Program Director for the Financial Planning Association of Greater Rochester.