Meet the Haussmann Team! In this episode, we're getting to know Financial Advisor John Dunphy.

Over the last 28 years, Trudy and John have shared a lot of experiences with the Haussmann Financial Team. From an eager intern to now managing over 200 million dollars, John has always had his clients' interest at the forefront of his work. In this episode, John is sharing some of his experience as a financial advisor and what he has learned, common mistakes he's seen, and bringing Trudy into the conversation with questions for her as the Founder of Haussmann Financial.

Check out 8:02 to hear one of John's success stories and hear how he helps his clients be the best version of themselves, both financially and personally.

Learn more about Haussmann Financial here.

This episode is with John Dunphy. John graduated from California State University, Fullerton with a Bachelor of Arts degree in Business Administration with a concentration in Finance. His coursework included extensive studies in finance, economic influences on financial markets, as well as accounting, insurance, investments, estate planning and financial planning. John's continuing education includes a minimum of thirty hours per year in financial planning and twenty-five hours per year of insurance coursework including at least eight hours of long-term-care and two hours of ethics. John has earned the Certified Fund Specialist designation through the Institute of Business and Finance in La Jolla, California. He continues to meet the requirements of the ICFS and is licensed as a Life, Disability and Variable Annuity Agent with the state of California and a Registered Representative through Securities America, Inc. (NASD Series 7: General Securities Representative & NASAA Series 63: Uniform State Law). He is currently working towards the Certified Financial Planner™ designation.

In 1994 John began working in the financial planning field for Haussmann Financial in Newport Beach. In 1995 he was promoted to Senior Advisor within the firm and expanded into full financial planning, including asset allocation analysis. John is a strong believer in consumer education. He frequently gives workshops to groups on the subjects of financial planning, tax reduction strategies, insurance application and college funding. Because of his outstanding ability to professionally communicate ideas and concepts, he has expanded his practice through referrals. On his days off or in the early morning, you can find John biking the trails above his home in Ladera Ranch, California where he resides with his wife Kolleen and his three sons.

Securities offered through Securities America, Inc.; A Registered Broker/Dealer; Member FINRA/SIPC

Trudy Haussmann, Registered Representative, CA Insurance License #0756590

KiHo Choi, Registered Representative, CA Insurance License #0B77761

Pat Danly, Registered Representative, CA Insurance License #0F88078

John Dunphy, Registered Representative, CA Insurance License #0B73679

Dominica Henderson, Registered Representative, CA Insurance License #0F46549

Advisory services offered through Haussmann Financial, Inc. a Registered Investment Advisor

Haussmann Financial and the Securities America companies are separate entities