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Samantha Haas

Samantha Haas

Director of Business Development | Financial Advisor

My team specializes in Advanced Tax and Estate Planning, Business Valuation and Acceleration, and Business Exit and Continuity Plans. We assist self-employed and business owners by serving as their personal CFO, helping them achieve clarity and alignment with their personal and business planning goals.

More about Sam

Samantha joined WestPac under its original name, Wealth Strategy Partners, in 2010 creating her own position along with its unique business model. A native of Boston, she has called Honolulu home since 2004. Sam has won several awards including Pacific Business News “40 Under 40”class of 2019 and Women Who Mean Business’s "Women To Watch" for her service as a mentor and role model for other professionals throughout her company and the business community.

Sam puts a strong emphasis on engaging and introducing new opportunities and strategic business relationships to those whom she meets. Samantha has also greatly improved the way relationships are established throughout her company with CPA's, Attorneys, and other Business Consultants. She helps business owners make the best use of these connections through the various stages of a business from start up, to growth and eventual succession. She is a firm believer that "No one cares how much you know unless they know how much you care."

Since 2012, Samantha has served as producer of the Hawaii Money Resource weekly radio show on FM 94.3 in Hawaii. She developed the idea of featuring Hawaii’s top business leaders, producing more than 550 shows*.

Samantha received a BA from The George Washington's School of Media and Public Affairs and Business School. One of her many passions is helping to grow trade association memberships, particularly among the next generation of leaders, to positively influence business policy and support family and multi-generational businesses. She currently serves on over a dozen committees.

In her free time, she likes to relax, enjoy the beach and take advantage of Honolulu’s urban life. She also loves to travel and has been to over fifty countries and territories. She is very close to her family in Boston and travels back to the east coast several times a year.

*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity. | Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0J18406| 2023-166362 Exp. 12/25