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
Haussmann is Here for You
Available for conversations, check-ins and consistent market updates, we build relationships with clients that last.
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.
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?
President and Owner
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...
Chief Officer of Operations
Vice President of Operations
Director of Public Relations
Client Services Assistant