Financial Haus
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.
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Verified contacts
4
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
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tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AB
Andrew Baker
Founder, Financial Advisor · Other
EmailPhone - EJ
Edgar Jimenez Mora
Financial Planner · Finance & Accounting
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Top roles at Financial Haus
2 distinct titles indexed · top 2 shown.
- 3financial planner
- 1founder, financial advisor
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