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Global Portfolio Strategy | July 2025

Contact

Toll-Free: (800) 773-8700

Office: (949) 250-4973

Fax: (877) 773-8700

23201 Lake Center Drive

Suite 300

Lake Forest, CA 92630

erin@haussmannfinancial.com

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Trudy Haussmann | California | 23201 Lake Center Drive, Suite 300, Lake Forest, CA 92630 | CA Insurance Lic. #0756590

Patrick Danly | California | 23201 Lake Center Drive, Suite 300, Lake Forest, CA 92630 | CA Insurance Lic. #0F88078

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