ABOUT ME
Meet Doreen Haller
With over three decades of experience in financial planning and insurance, Doreen Haller brings both technical expertise and deep personal insight to the work she does with individuals and families. She holds the Certified Financial Planner™ (CFP®) designation and has dedicated her career to helping people make informed decisions, especially during life’s most stressful and emotionally charged moments.
Doreen specializes in navigating the complexities of insurance planning, including life, disability, and long-term care. She works closely with her clients to evaluate policy options, understand contract details, and align choices with personal goals, financial resources, and future needs. Her calm and empathetic approach helps people cut through confusion and take action with clarity and confidence.
The Story Behind Her Mission
Her passion for this work is deeply personal. When her father discovered, far too late, that the life insurance policy he had purchased for her mother was only worth a quarter of what he believed it to be, he was devastated. Due to health issues, he was no longer able to secure more coverage. Her mother, already facing medical concerns, was also unable to qualify for long-term care insurance. As a result, the family’s plan to care for her at home fell apart, and they were left to navigate the challenges of the nursing home system and Medicaid process on their own.
That experience, like so many she has witnessed with clients, fueled Doreen’s mission: to guide others in making smarter, proactive choices before a crisis occurs.
Life in Honeoye Falls
Outside of her professional life, Doreen lives in her beautifully restored 1867 childhood farmhouse in Honeoye Falls, NY, with her husband. Doreen is actively involved in her community.
Professional Leadership & Community Service
The Prepared Life
Growing up in a Scouting family, Doreen earned her First Class in Girl Scouts, inspiring her desire to help others become their best selves. That mission led her to write The Prepared Life, a guide to understanding the legal documents, insurance choices, and preparation that can make life easier for you and the people you care about.
Let’s talk
If you’d like to get in touch, please send me a message using the form.
