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Trudy Diane Haussmann

Trudy Diane Haussmann, American financial planner. Certified Financial Planner; registered investment advisor, securities principal, life, disability and annuity insurance agent. Named one of The Top 100 Women Finance Advisors, Barron's, 2008.

Background

  • Haussmann, Trudy Diane was born on May 5, 1965 in St. Louis. Daughter of Erich Alfred and Willy (Welboren) Haussmann.

  • Education

    • Bachelor in International Economics, University California, Los Angeles, 1988. Bachelor in Political Science, University California, Los Angeles, 1988.

    Career

    • Senior finance planner Lewis Wallensky Associates, Los Angeles, 1985-1989. Owner, president Haussman Finance, Newport Beach, since 1989.

    Major achievements

    • Certified Financial Planner. Registered investment advisor, securities principal, life, disability and annuity insurance agent. Avocations: skiing, bicycling, reading, sailing, rollerblading.

    Membership

    Member MENSA, International Association Finance Planners (vice president education Orange County chapter 1993-1994, vice president conference committee 1994-1995), Institute Certified Finance Planners, Aliso Viejo C. of Chamber (board directors 1991-1993), South Orange County Chamber of Chamber (board directors 1990-1993), National Association Women Business Owners, Business and Professional Women, Gamma Phi Beta Alumnae (alumni advisory 1991).

    Personality

    Interests

    Avocations: skiing, bicycling, reading, sailing, rollerblading.

    Connections

    • Married; 4 children.
    • father: Erich Alfred Haussmann
    • mother: Willy (Welboren) Haussmann
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    Born May 5, 1965
    (age 52)
    Nationality
    • 1988
      University California
    • 1988
      University California
    • 1985 - 1989
      Senior, finance planner Lewis Wallensky Associates

    Award