Financial Haus

Financial Services, Banks & Financial Services · 2 Employees
Phone Number: 619 995-4901
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About
Financial Haus is disrupting the financial industry by changing the relationship millennials, minority communities, and entrepreneurs have with their money. By providing financial coaching and planning to generations typically underserved, Financial Haus aims to help people like you plan for the world we (actually) live in today. Financial Haus is a group of millennial financial advisors who’ve ditched the stuffy suit & tie look. Our goal is to help clients build a strong financial foundation through debt management, budgeting, saving for a down payment, investments review and wealth management, and more; regardless of your age, gender, background, or color. Do Millennials and Boomers approach their financial plans differently? Our team of financial planners think so. --- Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA/SIPC. Fixed insurance products offered through Sovran Financial & Insurance Services, CA Insurance license # 6010594. Sovran and Cetera are unaffiliated and under separate ownership from any other named entity.
Year Founded
2020
Social Media
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Industry
Financial Services, Banks & Financial Services
HQ Location
1253 University Ave 1002 San Diego, California 92103, US
Keywords
financial planningfinancial servicesinvestment strategyinsurance strategy
Location
  • 1253 University Ave 1002 San Diego, California 92103, US

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