Haussmann Financial Podcast

CA Insurance License #0756590

Trudy Haussmann has been working in the financial service industry since 1985.

As president and owner of Haussmann Financial, Trudy meets the needs of a variety of business owners, individuals and retirees. She focuses on asset allocation analysis, retirement planning, insurance and investment advice. With the CFP® designation, Trudy is bound by ethical standards to provide advice free of conflicts. She educates her clients on how to anticipate the challenges of volatile financial markets, low interest rates or potential income tax increases.  She designs financial plans to protect her client’s savings from future expenses like long-term medical care.  Trudy strives to understand, through comprehensive communication, each client's financial goals and needs and gives each client the personal attention necessary for a successful, enjoyable and positive investment experience.