How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Trudy Haussmann, CFP®
President
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...
Patrick Danly
Financial Advisor
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...
Jason Simard, CFP®
Chief Officer of Operations
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....
Erin Baldi
Director of Public Relations
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...
Madison Anderson, CFP® CPFA®
Financial Advisor
madison@haussmannfinancial.com
Gerson Gomez Cabrera
Client Services Assistant
Gerson earned an Associates of Arts Degree in Business Administration from Hillsborough College in Tampa Florida. He has worked in the Financial and Banking industry since 2017 with a concentration in Client Services and Management....
Collin Haugan
Client Services Assistant
Ann Raftican
Administrative Assistant
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...
Laura Olmos
Administrative Assistant
Laura is the first face to greet you as you enter our Pasadena office. Laura became a part of the Haussmann Financial family in 2015 by way of working with Mike Ryan at RAM financial for over 17 years. Laura supports Trudy Haussmann...