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Trudy Diane Haussmann

financial planner

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 J. (Welboren) Haussmann.

Education

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

Career

Senior finance planner, Lewis Wallensky Associations, Los Angeles, 1985-1989;owner, Haussman Finance, Newport Beach, California, since 1989.

Achievements

  • Certified Financial Planner. Registered investment advisor, securities principal, life, disability and annuity insurance agent.

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 Chamber of Commerce (board directors 1991-1993), South Orange County Chamber of C. (board directors 1990-1993), National Association Women Business Owners, Business and Professional Women, Gamma Phi Beta Alumnae (alumni advisory 1991).

Interests

  • Other Interests

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

Connections

Married; 4 children.

father:
Erich Alfred Haussmann

mother:
Willy J. (Welboren) Haussmann