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Donald J. Haskell CLU®, ChFC®, RIA

5755 Oberlin Dr. Suite 301
San Diego, CA 92121

Phone:

619-977-5223

E-mail:

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

​Calculators

You can review interesting calculators on my site.

View Calculators

Today's investment climate offers unprecedented opportunities. At Santa Fe' Wealth Management, Inc our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals

  • A well-defined roadmap for achieving those goals

  • Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of Wealth Management, from Investment and Retirement Planning to Risk Management and Estate Conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. Please visit our "Resources Tab" and view our calculators, Short Videos and Flip Carts. They may help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your Wealth Management Planning, or for more information on Santa Fe' Wealth Management, please contact us today.  Thank you,

Donald Haskell,  President, CEO

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Determine whether you should consider refinancing your mortgage.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck