Financial Advisors · profile

Financial Haus

Financial Advisors · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
1253 University Ave UNIT 1002, San Diego, CA 92103, USA · View on Google Maps Google Places
Phone
(619) 641-3619 Google Places
Website
thefinancialhaus.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (15)
  • lantern.llc5 (15)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Only on listings 0 pillarwm.comAggregated thefinancialhaus.comSelf-published
How they're paid Self-claimed 0 thefinancialhaus.comSelf-published

2 facts·3 sources·0 contested·2 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, calinkedin.comSelf-published socialpillarwm.comAggregatedyelp.comAggregatednextdoor.comAggregatedfacebook.comSelf-published socialsovranadvisors.comIndependent editorialmembers.bishopchamberofcommerce.comIndependent editorialus.nextdoor.comAggregateddnb.comAggregatedyelp.comAggregated
Established in
2020linkedin.comSelf-published social
Years in practice
decades of combined experiencethefinancialhaus.comSelf-published
Registration
registered investment adviser (RIA) · Registered Investment Advisor (RIA) (via partnership with Sovran)thefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-published
Professional certifications
CFP · Certified Financial Planner (CFP)thefinancialhaus.comSelf-publishedtheorg.comAggregatedthefinancialhaus.comSelf-published
Services
financial planning · financial coaching · comprehensive financial planning · financial planning, budgeting, saving, investing, debt management, financial coachingmarketingnerd.agencyIndependent editorialthefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-publishedfacebook.comSelf-published socialthefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-published
Who they work with
millennials, minority communities, entrepreneurs · millennials and minorities · Millennials and Gen-Z · young families and professionalslinkedin.comSelf-published socialtheorg.comAggregatedmarketingnerd.agencyIndependent editorialthefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-published
How they invest
active management · passive, active, or a blendthefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-published
How they're paid
fee-basedthefinancialhaus.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Headquarters · San Diego, California
linkedin.com Self-published social ·
When the founders of Financial Haus approached us, they had an idea for a network of financial planning firs poised to help millennials and minorities with services parallel to affluent boomers.
marketingnerd.agency Independent editorial ·
Unigamesity is a gaming blog where you can find the latest gaming news, gaming reviews, the most interesting stories and game tutorials.
unigamesity.com Independent editorial ·
Guidance from San Diego fiduciary financial advisors to grow your financial reserves through tailored investment options.
thefinancialhaus.com Self-published ·
Discover personalized planning, fiduciary
pillarwm.com Aggregated ·
Financial Haus is an independent financial advisory firm
lantern.llc Independent editorial ·
We provide financial planning and coaching to anyone looking to take their financial situation seriously, and help you create a plan to achieve your financial goals in the world we (actually) live in today.\nFinancial 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, wealth management, and more
cylex.us.com Aggregated ·
Haus Financial Services specializes in providing tailored management solutions for small condo associations with up to 20 units.
mapquest.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 103 mentions across the web and boiled them down to 69 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 69 confirmed facts · 103 mentions read
Fact Value Source Source date How we checked
Category Bank/Financial Services us.nextdoor.comAggregated Verified
Category Financial Advising · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category financial advisor thefinancialhaus.comSelf-published Verified
Category Financial Advisors lantern.llcIndependent editorial Verified
Category Financial Planner · 2 sources facebook.comSelf-published socialfacebook.comSelf-published social Verified
Category financial planning firm pillarwm.comAggregated Verified
Category Financial Service · 2 sources cylex.us.comAggregatedsovranadvisors.comIndependent editorial Verified
Category gaming blog unigamesity.comIndependent editorial Verified
Established in 2020 linkedin.comSelf-published social Verified
Fiduciary status fiduciary · 5 sources thefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-publishedpillarwm.comAggregatedthefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-published Verified
Founded by andrew baker theorg.comAggregated Verified
Has review count 15 lantern.llcIndependent editorial From page metadata
How they invest active management thefinancialhaus.comSelf-published Verified
How they invest passive, active, or a blend thefinancialhaus.comSelf-published Verified
How they're paid fee-based thefinancialhaus.comSelf-published Verified
Main location ca · 5 sources linkedin.comSelf-published sociallantern.llcIndependent editorialcylex.us.comAggregateddnb.comAggregatedfacebook.comSelf-published social From page metadata
Main location chicago, il · 2 sources bbb.orgAggregatedmapquest.comAggregated Verified
Main location costa mesa, ca sovranadvisors.comIndependent editorial Verified
Main location il yelp.comAggregated Verified
Main location pasadena, ca sovranadvisors.comIndependent editorial Verified
Main location san diego, ca · 10 sources linkedin.comSelf-published socialpillarwm.comAggregatedyelp.comAggregatednextdoor.comAggregatedfacebook.comSelf-published socialsovranadvisors.comIndependent editorialmembers.bishopchamberofcommerce.comIndependent editorialus.nextdoor.comAggregateddnb.comAggregatedyelp.comAggregated Verified
Main location us · 3 sources linkedin.comSelf-published sociallantern.llcIndependent editorialdnb.comAggregated From page metadata
Main location west covina, ca sovranadvisors.comIndependent editorial Verified
Professional certifications Certified Financial Planner (CFP) thefinancialhaus.comSelf-published Verified
Professional certifications CFP · 2 sources thefinancialhaus.comSelf-publishedtheorg.comAggregated Verified
Rating 5 lantern.llcIndependent editorial From page metadata
Registration registered investment adviser (RIA) thefinancialhaus.comSelf-published Verified
Registration Registered Investment Advisor (RIA) (via partnership with Sovran) thefinancialhaus.comSelf-published Verified
Services comprehensive financial and administrative services, and supplemental management support services mapquest.comAggregated Verified
Services comprehensive financial planning · 2 sources thefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-published Verified
Services comprehensive financial planning, wealth management, financial coaching, budgeting, student-loan planning thefinancialhaus.comSelf-published Corrected
Services comprehensive, goal-based financial planning members.bishopchamberofcommerce.comIndependent editorial Verified
Services estate planning thefinancialhaus.comSelf-published Verified
Services financial coaching · 4 sources thefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-publishedthefinancialhaus.comSelf-publishedfacebook.comSelf-published social Verified
Services financial coaching, financial planning, debt management, budgeting, saving for a down payment, investments review, wealth management theorg.comAggregated Verified
Services financial planning · 2 sources marketingnerd.agencyIndependent editorialthefinancialhaus.comSelf-published Verified
Services financial planning, budgeting, saving, investing, debt management, financial coaching thefinancialhaus.comSelf-published Verified
Services financial planning, coaching, debt management, budgeting, saving for a down payment, investments review, wealth management · 2 sources cylex.us.comAggregatedmapquest.comAggregated Verified
Services financial planning, investment management thefinancialhaus.comSelf-published Verified
Services financial planning, investment management, insurance thefinancialhaus.comSelf-published Verified
Services Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services wiseradvisor.comAggregated Verified
Services investment management thefinancialhaus.comSelf-published Verified
Services investment management, retirement planning, strategic financial guidance, financial planning, wealth management lantern.llcIndependent editorial Corrected
Services retirement planning thefinancialhaus.comSelf-published Verified
Services student-loan planning thefinancialhaus.comSelf-published Verified
Services tax planning thefinancialhaus.comSelf-published Verified
Who they work with business owners thefinancialhaus.comSelf-published Verified
Who they work with couples thefinancialhaus.comSelf-published Verified
Who they work with growing families thefinancialhaus.comSelf-published Verified
Who they work with individuals starting out, growing careers, families, retirees thefinancialhaus.comSelf-published Verified
Who they work with LGBTQ+ community thefinancialhaus.comSelf-published Verified
Who they work with military families thefinancialhaus.comSelf-published Verified
Who they work with millennials thefinancialhaus.comSelf-published Verified
Who they work with Millennials and Gen-Z thefinancialhaus.comSelf-published Verified
Who they work with millennials and minorities marketingnerd.agencyIndependent editorial Verified
Who they work with millennials, minority communities, and small business owners · 4 sources cylex.us.comAggregatedus.nextdoor.comAggregatedmapquest.comAggregatedyelp.comAggregated Verified
Who they work with millennials, minority communities, entrepreneurs · 2 sources linkedin.comSelf-published socialtheorg.comAggregated Verified
Who they work with millennials, minority communities, small business owners nextdoor.comAggregated Verified
Who they work with pre-retirees thefinancialhaus.comSelf-published Verified
Who they work with professionals, families, and business owners members.bishopchamberofcommerce.comIndependent editorial Verified
Who they work with professionals, families, business owners thefinancialhaus.comSelf-published Corrected
Who they work with retirees thefinancialhaus.comSelf-published Verified
Who they work with Small Condo Associations yelp.comAggregated Verified
Who they work with small condo associations with up to 20 units mapquest.comAggregated Verified
Who they work with women, underserved communities thefinancialhaus.comSelf-published Verified
Who they work with young families and professionals thefinancialhaus.comSelf-published Verified
Who they work with young professionals thefinancialhaus.comSelf-published Verified
Who they work with younger adults pillarwm.comAggregated Verified
Years in practice decades of combined experience thefinancialhaus.comSelf-published Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Self-asserted

4 · from the firm's own materials · unverified
Investment adviser registration Registered Investment Advisor (RIA) (via partnership with Sovran)
Self-asserted · unverified
Source: thefinancialhaus.com

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusOnly on a listing site Only on a listing site
  • — How they're paidSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
6
Data refreshed
Compiled
Mentions → facts
103 → 69
Aggregated Self-published

Sources consulted

Profile · financial-haus-897cdc2e60494d51ae8c15184ae716b6 Category · Financial Advisors Published by Authoria