Building On Relationships.? Big news! Financial Haus has officially partnered with one of SoCal’s largest financial services firms, Greater Pacific Solutions. This new relationship will allow us to offer all of our clients exciting new tools and resources to help you continue to grow. When executives from Greater Pacific Solutions saw what we were doing and the concept that makes Financial Haus unique, they knew right away that this was a fresh way to provide financial planning services to a whole new demographic. The close relationship we have with you and all of our clients is, and will always be, at the heart of everything we do at Financial Haus. Thanks to you, we have grown so much in a short amount of time. And we are so grateful to be able to have a platform to help even more people achieve their financial goals. ?? . . . #financialservices #financialadvisor #financialplanning #smallbusiness
关于我们
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.
- 网站
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https://thefinancialhaus.com
Financial Haus的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- San Diego，California
- 类型
- 私人持股
- 创立
- 2020
- 领域
- financial planning、financial services、investment strategy和insurance strategy
地点
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主要
获取路线
1253 University Ave
1002
US，California，San Diego，92103
Financial Haus员工
动态
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Make Saving More Automatic ?? One of the first things we advise (besides creating a budget) to to create an emergency fund. And using a high-yield savings account is a great way to keep an emergency reserve. With a high-yield savings account, your money will actually earn interest - unlike sitting in a traditional bank. And it's just slightly more inconvenient to access on the daily, which will keep you from frivolously spending it. Do you know where you should be putting your money and how to make it work for you? If not, let's talk and put a plan together. . . . Andrew Baker, Erica Cordova, CFP?, MSBA-FTP, Kenza McKerrihan, Edgar Jimenez Mora