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Donald J. Haskell CLU®, ChFC®, RIA

5755 Oberlin Dr. Suite 301


San Diego

,

CA

92121

Phone:

619-977-5223

Fax:

972-380-0097

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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

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:

  1. A clear understanding of their financial goals

  2. A well-defined roadmap for achieving those goals

  3. 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

Discusses prospects of shorter workweeks aided by technology.

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Explains special costs and financial implications of condo ownership.

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Guides readers through estimating a realistic retirement savings target.

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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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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much would your monthly lease payment be?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Use this calculator to determine whether you qualify for the different types of IRAs.

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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