Meet Pat

Meet the Haussmann Team! In this episode, we're getting to know Financial Advisor Pat Danly.

Pat and Trudy grew up together and have now worked together at Haussmann Financial for 15 years. In this episode, Pat is sharing his path to Haussmann Financial and why working with Trudy and the team has been impactful in both his own life and the life of his clients.

 Check out 10:50 to hear success stories from Pat's experiences with his clients. And, Pat is sharing what success looks like for him as a financial advisor. 

Learn more about Haussmann Financial here.

This episode is with Pat Danly. 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 Chicago and began working as a Trading Assistant on the floor of the Chicago Mercantile Exchange.  By 1998, Pat had risen to become a professional floor trader, working as an options market maker in Equity and Equity Index options on the CBOE.  In 2000, Pat relocated his wife and 2 children to Europe, calling London and Amsterdam home while Pat was busy trading across exchanges in England, Holland, France, Germany, Italy and Spain.  Pat feels that his hands on experience and his exposure to International markets is an enormous advantage to his clients when it comes to navigating through the ever increasing investment choices that are available today.  “One thing I’ve learned in my trading career is that a disciplined approach to investing is by far the more important quality to the successful investor when compared to stock picking OR market timing!” Pat is a Registered Representative through Securities America, Inc.

Visit our website www.haussmannfinancial.com if would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. 

Patrick Danly, Financial Advisor; CA Insurance License. #0F88078

Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

Trudy Haussmann, CFP®, CA Insurance License #0756590

Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.