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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

Retirement Planning

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Small Business Benefit Plans

Small Business Benefit Plans

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Wealth Preservation

Wealth Preservation

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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...

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?

Financial Team Ready to Serve You

President & Owner


President and Owner

(800) 773-8700

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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