Financial Haus

Financial Haus is a financial planner in San Diego, CA, located at 1253 University Ave UNIT 1002. The firm provides financial planning and coaching for every generation and stage of life, with a specific focus on helping millennials and younger adults build a strong financial foundation. Services include budgeting, saving, investing, and debt management. The business holds a 5.00 rating based on customer reviews.

Financial Haus was founded by Andrew Baker and Erica Cordova, CFP®, to address gaps in traditional financial services where advice was often reserved for those nearing retirement. Andrew began his career in 2013 at a traditional investment firm, while Erica, a seasoned Certified Financial Planner, observed how women and families were disproportionately impacted by a lack of accessible guidance due to wage gaps and career interruptions. Together, they created a network of dedicated financial advisors, planners, investment managers, and insurance professionals. The firm operates as part of Sovran, a Registered Investment Advisor (RIA), and leverages the resources of Cetera, a trusted brokerage firm. There are no income requirements or investment minimums to access their services.

The advisory process begins with an intake and strategy session to review a client's current financial situation and discuss a year-long coaching and financial plan. Advisors provide defensive and offensive education to help clients protect their financial future and build wealth. The firm creates customized portfolios and tailored investments that align with a client's income needs, tax situation, and long-term objectives. These portfolios may include a mix of asset types such as stocks, bonds, and ETFs. The approach is modeled after a personal training relationship, with regular check-ins and ongoing portfolio management to adjust plans as life and market conditions change.

The business is known for its positive rating from the customers who have reviewed it. This high rating reflects the satisfaction of clients who have utilized the firm's personalized financial guidance.

Financial Haus combines personalized coaching with inclusive planning to help San Diego residents build secure financial futures at every stage of life.

Financial Haus sits on University Avenue in San Diego, California, just a tenth of a mile from the PostalAnnex and Richmond Street.

BizScoreAI awarded the firm a perfect 100 out of 100 for its Discoverability score, ensuring AI crawlers can find every page so assistants can recommend the business. The Technical score of 94 out of 100 confirms the website is secure and readable for search engines. BizScoreAI also ranked the firm number 2 of 20 Financial planner businesses in San Diego.

Services:

• Defensive and Offensive Education
• Financial Planning
• Ongoing Support
• Personalized Coaching
• Wealth Management