CoverProfile

Haden Werhan

Owner/Partner and Principal

Thomas Doll

United States, California, Walnut Creek

About Me

Haden has been a member of our affiliated firms since 1998, providing wealth management, accounting and tax services to successful practitioners. Haden came to the firm following a lengthy career managing, consulting and providing accounting services to dental practices ranging from start-ups, to acquisitions, to large group settings. He has regularly lectured and provided seminars on tax, financial planning, practice management and practice evaluations at the University of California, San Francisco; the University of the Pacific School of Dentistry; and various dental societies. In addition to his CPA/PFS credentials, Haden also is a licensed real estate broker. He holds a bachelor’s deg

View more

Profile Information

Owner/Partner and Principal

Thomas Doll

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Walnut Creek

California

United States

Feb 12, 2025

More profiles to browse

BO
Barry Oliver
Partner
Profile Photo
Dave Harlow
Partner
NG
Nick Gizzarelli
Partner, Retirement Plan Specialist
Profile Photo
Joe Kalinowski
Senior Wealth Advisor

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management