Broker Check

Haussmann Financial, Inc.

(800) 773-8700

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies 
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
CA Insurance License #0756590 Trudy Haussmann has been working in the financial service industry since 1985. She graduated with bachelor's degrees in economics and political science from the University of California, Los Angeles. She...

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JOHN DUNPHY, CFS

Financial Advisor, Haussmann Financial

(800) 773-8700

CA Insurance License #0B73679 John graduated from California State University, Fullerton with a Bachelor of Arts degree in Business Administration with a concentration in Finance. His coursework included extensive studies in finance,...

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KIHO CHOI

Financial Advisor, Haussmann Financial

(800) 773-8700

CA Insurance License #0B77761 KiHo graduated in 1986 from the University of California at Berkeley with a degree in Bachelor of Arts in Economic Geography. His major courses of study included Macro and Micro Economics, Investments,...

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PATRICK DANLY

Financial Advisor, Haussmann Financial

(800) 773-8700

CA Insurance License #0F88078 Prior to graduating with a Bachelors Degree from San Francisco State University in 1995, Pat was the owner of a small business in the Bay Area, Berkeley Windsurfing & Snowboards. In 1996, he relocated to...

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CA Insurance License #0F46549 Dominica L. Henderson is a native of Augusta, Georgia where she completed her undergraduate degree from Augusta State University majoring in Chemistry. Just months after completing her Bachelor’s...

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CA Insurance License #0C90100 Jason graduated from California State University at Fullerton with a degree in Business Administration with an emphasis in Financial Planning and Investments. He has worked with Haussmann Financial, Inc....

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Amy earned an Associates of Arts Degree in Business Administration and holds a Series 6 License as a Limited Securities Representative. She is a licensed Life, Health and Disability Insurance Agent with the State of California. She has...

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Bill is a graduate of The Eli Broad College of Business at Michigan State University where he earned a Bachelor degree in Business Administration with a concentration in Economics and Finance. For over 15 years, Bill worked in the...

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Erin is a graduate of the University of Southern California Marshall School of Business, where she earned a degree in Business Administration with a dual emphasis in Marketing and Real Estate Finance. Erin also holds a Meeting Planning...

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Ann earned her Bachelor of Science Degree in Human Services from California State University at Fullerton. Ann has over 15 years of experience as an Administrative Assistant and is a Commissioned Notary Public for the State of...

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Antonio Smith, CFP® Registered Office Assistant Antonio holds a Bachelor of Science degree from Vanguard University in Business Administration. He is licensed as a Limited Securities Representative with a Series 6 License. He has...

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Aileen Foster

Assitant Client Relations Representative

800-773-8700

Aileen comes to Haussmann Financial with an extensive background in Sales and Marketing for major corporations including 8 years as a Key Account Representative for 3M Corp. As the first contact many clients will have with Haussmann...

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Robert is a graduate of UCLA Law School, consistently ranked as one of the top law schools in the country. Robert initially clerked with two major law firms, Jones, Day, Reavis & Pogue and Los Angeles Based Barger & Wolen. He has...

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