Haly Besaw, CFP®, ADPA®, CRPC®

Haly Besaw, Senior Vice President, is a Financial Advisor at Baird, having joined the firm over 15 years ago. She specializes in helping people effectively manage transitional life events, and strives to enhance their confidence in the future. As a financial professional who has personal experience in life-changing events, she utilizes her internal knowledge and financial expertise to help clients turn challenging times into opportunities.

Haly earned her Bachelor’s degree in electrical engineering from the Milwaukee School of Engineering. Following her graduation, Haly married her lab partner Mike. They lived in California where they worked as engineers for The Department of the Navy on various missile and target systems. This taught her how to think analytically and strategically. She carries these skills from her time as an engineer into her financial practice, utilizing the newest technology to create comprehensive financial plans for clients. Her collaborative style allows her to become a trusted partner with clients, working together to achieve their life goals.

Haly is very active in the community of Cedarburg, where she lives with her husband. She has a , and you can find her volunteering for local organizations, swimming, and biking in her free time. Haly is the President of Lakeshore Symphonic Band where she plays the flute. As Vice President on the Board for Next Act Theatre, she enjoys supporting the local arts community.

Haly is a FINRA registered representative and holds the Series 7 & 66. She carries the Resident Intermediary Individual, Health, Life, Accident & Health, Variable Life/Variable Annuities and Long-Term Care insurance licenses.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CHARTERED RETIREMENT PLANNING COUNSELOR℠ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

ACCREDITED DOMESTIC PARTNERSHIP ADVISOR℠ and ADPA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.