Profile
“Being true to who we are is key; we are purely a referral-based business. There is zero marketing or advertising”
Adam Rakowski,
Ortus Financial
Jeffrey P. DeHaan, CFP, is a distinguished Partner and Senior Wealth Advisor at Clearwater Capital Partners, where he serves as the Managing Partner of the firm’s Private Wealth Practice.
With a deep commitment to empowering successful business owners and professionals, DeHaan navigates the complexities of portfolio management, retirement planning, gift and estate planning, and risk management to help his clients have a clear and actionable path to achieving their financial visions.
As Clearwater Capital’s longest-tenured employee, DeHaan brings invaluable insights as a voting member of the Investment Committee, actively shaping the firm’s innovative investment strategies. He also contributes to the firm’s governance as a member of the Board of Directors and the Operating Committee, and as Chief Compliance Officer.
DeHaan’s credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Accredited Wealth Management Advisorˢᵐ (AWMA®) certification, Accredited Investment Fiduciary® (AIF®) certification, and Certified Divorce Financial Analyst (CDFA®), specializing in guiding clients through the intricacies of divorce.
His industry accolades include being named a “40 Under 40” Honoree by InvestmentNews in 2021, Family Wealth Alliance’s Yong Professionals Award in 2022, and recognition on the InvestmentNews Hot List in 2024, reflecting his unwavering dedication and significant contributions to wealth management.
2800 W. Higgins Road, Suite 1025, Hoffman Estates, IL 60169
847 841 8650
jeff.dehaan@ccpwealth.com
linkedin.com/in/jeffdehaancfp
ccpwealth.com
Jeffrey P. DeHaan, CFP®
Managing Partner, Private Wealth Management
Clearwater Capital Partners
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“You can’t control the outcome, but you can always control what version of you turns up every day”
Adam Rakowski,
Ortus Financial
2008–2010
2013
2014
2018–2019
2021–present
Intern to wealth advisor: beginning the Clearwater journey
DeHaan’s career in wealth management began as an intern at Clearwater Capital Partners, helping to create the organization’s foundational systems. During this time, he earned his Accredited Wealth Management AdvisorSM (AWMA®) certification and obtained his Series 65 License. In 2010, he officially joined Clearwater as a wealth advisor, marking the next phase of his professional journey within the firm.
2008–
2010
Senior Wealth Advisor and Chief Compliance Officer
DeHaan’s growing expertise and leadership were recognized with two major career advancements. He was promoted to Senior Wealth Advisor, reflecting his expanded role in client advisory. Shortly after, he took on the role of Chief Compliance Officer, underscoring his commitment to regulatory standards and compliance oversight.
Recognized as “Best Under 40” by the McHenry County Business Journal for his professional achievements and civic contributions to his community
2013
Obtained his Certified Financial Planner® (CFP®) designation, which solidified his expertise in financial planning, an essential career milestone that enhanced his ability to guide clients effectively
2014
2018: Became a partner at Clearwater Capital Partners, reinforcing his influence and commitment to the firm’s growth and strategic direction
2018: Named to the Edgar Fellows Class, making him an emerging leader within Illinois
2019: Selected participant at Wharton School Executive Education; completed an executive course in client psychology at The Wharton School, a collaboration between Wharton and the CFP Board, enhancing his skills in client-centered financial advising
2018–
2019
2021: Named to InvestmentNews “40 Under 40” list for his contributions to the wealth management industry
2022: Received the Young Professional Award from Family Wealth Alliance, recognizing his impact and dedication to the wealth management field
2024: Named Managing Partner of Private Wealth Practice Area, where he oversees strategic initiatives and actively mentors the advisor team to ensure exceptional client service. In this role, he continues to refine Clearwater Capital’s offerings, strengthening the firm’s ability to meet the unique needs of high-net-worth clients.
2021–
present
Milestones
Milestones
ELITE WOMEN 2024 JUDGE
“You can’t control the outcome, but you can always control what version of you turns up every day,” he says.
While at the helm of a rapidly growing business and a family that includes two young children at home, Rakowski has learned to manage what he calls a “never-ending list of commitments” that consists of a new team member each month, a new interstate office and two to three new referral partners monthly.
“Our business is a human business, so investing genuine time in every person can be draining on a personal level. Balancing it all is a challenge,” he says. “Simply put, do what you say you will do, and act at all times with honesty and integrity, being respectful and empathetic. The financial outcomes are a byproduct of the human interactions we have.”
Attracting, retaining and delivering exceptional client outcomes and service starts with a sincere interest in their journey and remaining relevant to them as their lives and needs evolve, notes Rakowski. He points out that he and his team put in most of the work upfront in building meaningful relationships, which is a testament to its 99% client retention rate.
He says, “We are clear in the types of clients we work best with and our value proposition. We also look for a cultural alignment with all of our referral partners, and we are acutely aware of our strengths and how different we are from our industry peers.”
Rakowski recently opened a Queensland business and plans a foot in every other capital city. He strives to establish the brokerage as a national business with on-the-ground representation in every state by the end of 2025.