Financial Haus - San Diego, California

Allison S.

Working with Financial Haus has impressed me from the beginning. I appreciate the importance of teaching you about your finances instead of just telling you what to do. I have been able to make remarkable progress financially in the last year working with Kenza. If I ever have a question in between out meetings she is always accommodating and helps to the best of her abilities.

Katherine A.

I cannot recommend Financial Haus enough as a financial advisory firm and I’ve been working with them for the last 4 years. They have been an invaluable partner in helping me navigate my financial journey, both personally and professionally. From day one, the team at Financial Haus took the time to understand my unique goals and challenges, tailoring their advice to align perfectly with my needs.

On a personal level, Financial Haus has been instrumental in guiding me through major life transitions, including starting a family. They helped me create a comprehensive financial plan that not only supports my growing family but also ensures long-term stability. Whether it was setting up a savings plan, preparing for future education costs, or navigating insurance options, their attention to detail and genuine care made the entire process seamless and stress-free.

On the business side, their expertise has been equally impactful. As a professional balancing my career and entrepreneurial ventures, I’ve always needed sound financial strategies. Financial Haus has helped me optimize my business finances, plan for growth, and navigate investments with confidence. Their ability to break down complex financial concepts into actionable steps has empowered me to make informed decisions that drive success.

What sets Financial Haus apart is their holistic approach. They don’t just focus on numbers they understand the bigger picture and work to align financial strategies with personal values and goals. Their proactive communication and unwavering support have given me peace of mind, knowing I have a team truly committed to my success.

If you’re looking for financial advisors who are knowledgeable, compassionate, and dedicated to helping you achieve your dreams, Financial Haus is the firm to trust. They have truly made a lasting impact on my life, and I am incredibly grateful for their guidance.

Taylor H.

I’m not usually one to write a review, but working with Financial Haus has truly been been something I’m forever grateful for. My advisor took the time to truly understand my goals (now and in the future) and helped me create a clear, actionable plan to achieve them. For me, the whole world of finance is overwhelming, but Financial Haus has made the process simple and stress-free. Through a plan, my advisor and I put together, I was able to buy my first home—something I couldn’t have done, or even thought was possible, without their support, and I always feel confident that Financial Haus has my best interests at heart. I really couldn’t recommend them highly enough if you want a partner to set you up for financial success.

Sierra H.

Working with Kenza at Financial Haus has been an absolute game-changer for me! Since starting with her over a year ago, I’ve not only gained clarity on my financial goals but have also accomplished so many tasks that were sitting on my to-do list for ages. Kenza is incredibly organized, knowledgeable, and proactive—always one step ahead. What I appreciate the most is her educational approach; she made the process easier to understand and empowering. Thanks to her guidance, I can confidently say I’m in a much better place financially. Highly recommend!

Alexxis H.

My husband and I have been working with Andrew and Kenza for over year now and it’s been nothing but an amazing, positive, comforting and helpful experience. They take a fresh and youthful, yet knowledgeable approach to financial assistance without making you feel bad about your current financial situation. They’re all about solutions and setting up for your future. Leading up to our wedding this year they helped us put in place retirement plans and well as set up life insurance policies! As a small business owner, they’ve also assisted in helping me grow my business with finding the right funding for me. No matter if you’re in personal debt, planning for your future, having a baby or going through losing a loved one, they are there for ALL your financial needs! I have an will continue to refer all my people to them!

Roy F.

Edgar is truly amazing! In just five minutes, he opened my eyes to so many financial opportunities I didn’t even know I had. His use of advanced financial tools made everything clear and gave real meaning to my expenses. Whether you’re a private individual or a business owner, I highly recommend Edgar’s services. He’s knowledgeable, efficient, and makes the whole process easy to understand. Thank you, Edgar, for such valuable guidance!

Alysia B. E.

We have been working with Edgar at Financial Haus and he has helped us turn our financial stress into a clear path forward. We are saving, tackling debt, and making room for the things we love most. We couldn’t have done it without this team and their incredible resources. We are now confident with our finances and our future. If you have been thinking about taking this step, GO FOR IT! You won’t regret it. - Alysia and Joe Estrada

Ashleigh D.

Financial Haus and, specifically, Kenza have been amazing to work with the past couple of years. I never thought I could be in such a great financial position at my age, and she has waved her wand and made it happen. I refer everyone I know to this company, and it is truly the best thing I’ve ever spent money on. I appreciate you so much!