How safe is your money?

Threats to cyber security are more prevalent than ever. In this episode, Trudy Haussmann and John Dunphy dive into how to spot these threats and what to do about them. Learn how to protect your passwords and use additional security to safeguard your information and your money.

Check out 5:11 to hear how to verify if the email you have received is legitimate or if it is a scam.

Click here to learn more about Haussmann Financial or call us at (800 )773-8700 to schedule an appointment with one of our advisors.

This episode is hosted by Trudy Haussmann and John Dunphy.

Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®) and a Registered Principal with Securities America, Inc. As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics.

John graduated from California State University, Fullerton, with a Bachelor of Arts degree in Business Administration, concentrating in Finance. His continuing education includes a minimum of thirty hours per year in financial planning and twenty-five hours per year of insurance coursework. John has earned the Certified Fund Specialist designation and is licensed as a Life, Disability, and Variable Annuity Agent with the state of California. Since 1994, John has worked in the financial planning field for Haussmann Financial in Newport Beach, where he was promoted to Senior Advisor in 1995. He frequently conducts workshops on financial planning, tax reduction strategies, insurance applications, and college funding.

Securities offered through Securities America, Inc.; A Registered Broker/Dealer; Member FINRA/SIPC . Trudy Haussmann, Registered Representative, CA Insurance License #0756590. John Dunphy, Registered Representative, CA Insurance License #0B73679. KiHo Choi, Registered Representative, CA Insurance License #0B77761. Pat Danly, Registered Representative, CA Insurance License #0F88078. Dominica Henderson, Registered Representative, CA Insurance License #0F46549. Advisory services offered through Haussmann Financial, a Registered Investment Advisor. Securities America and its representatives do not provide tax advice. Securities America is separately owned and independent of Haussmann Financial.