Financial Haus Company Profile, Contacts & Intelligence

Financial Haus Overview

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.

Headquarters

1253 University Ave

Website

thefinancialhaus.com

Industry

Financial Services

Founded

2020

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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