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The Financial Future You Dream Of

Finally, a financial advisor that has you in mind.

Retirement Planning Tailored at Any Stage

Three years or thirty years from retirement - we are ready for you.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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Haussmann is Here for You

Available for conversations, check-ins and consistent market updates, we build relationships with clients that last.

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Where do you want to go? We'll get there, together.

Haussmann Financial is here to help you realize your life-long ambitions of financial freedom, peace of mind and a retirement lifestyle you deserve. We want to learn more about you, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Call us today to discuss your unique situation and let us help you build a plan for success.

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Retirement Planning

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Small Business Benefit Plans

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Wealth Preservation

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Estate
Planning

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We've Got a Podcast!

The Haussmann Financial Podcast was created because we realized many of our clients have asked similar questions over the last 30 years and we knew we could create a resource to answer them all in one space.

This is the perfect podcast for answering life's financial questions, simply.

This podcast we made JUST FOR YOU. It is for you to share with your kids, your friends, and anyone in your life who wants to get smarter with money and get to know our team.

Ready to hear from Trudy, Pat, KiHo, Dominica, and John?

Awards & Recognition

Our Clients are Asking...

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?

Get your questions answered!

Financial Team Ready to Serve You

President & Owner

TRUDY HAUSSMANN, CFP®

President and Owner

(800) 773-8700

trudy@haussmannfinancial.com

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...