Jeffrey DeHaan, CFP®, serves as the managing partner of the Private Wealth Group at Clearwater Capital Partners. He is a voting member of the firm’s investment policy committee, where his expertise and forward-thinking perspectives play a pivotal role in shaping Clearwater Capital’s investment strategies.
In addition to his investment leadership, DeHaan sits on the board and serves on the firm’s operating committee, underscoring his integral involvement in both governance and day-to-day management at Clearwater Capital Partners.
DeHaan works exclusively with a select clientele of accomplished business owners, professionals, and their families, guiding them in defining and pursuing their distinctive financial aspirations. He takes a holistic approach, integrating portfolio management, retirement planning, gift and estate planning, and risk management. Through this comprehensive framework, he empowers clients to navigate complex financial landscapes with clarity and confidence, helping them make informed decisions that align with their long-term goals.
A lifelong learner and dedicated professional, DeHaan earned the Certified Financial Planner™ designation in 2014 after completing rigorous coursework at Northwestern University’s School of Continuing Studies and passing the CFP Board’s demanding certification exam. His commitment to excellence is further demonstrated by his achievement of the Accredited Wealth Management AdvisorSM (AWMA®) credential from the College for Financial Planning, the Accredited Investment Fiduciary® (AIF®) designation through the Center for Fiduciary Studies in partnership with the University of Pittsburgh’s Joseph M. Katz Graduate School of Business, and the Certified Divorce Financial Analyst (CDFA®) certification, which equips him to guide clients through the financial complexities of divorce.
DeHaan’s leadership and impact within the wealth management industry has been widely recognized. He was a “40 Under 40” award winner in 2021, presented on the Hot List in 2024, and honored as a Top Advisor in 2025 by InvestmentNews. Additionally, he received the Family Wealth Alliance’s Young Professionals Award in 2022, underscoring his significant contributions and ongoing commitment to excellence in the field.
You may connect with him through ccpwealth.com or LinkedIn.
