Andrew Baker
Founder, Financial Haus
- Role
- Founder, Financial Advisor at Financial Haus
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Andrew Baker
In order for my clients to achieve the financial success they are striving for, I believe it is important to begin with the basics. As a financial advisor based in San Diego, CA, my clients consist predominantly of private sector employees within 15 years of retirement, government and state employees, medical professionals, the LGBT community, and young professionals seeking proactive financial strategies. I pride myself on my ability to make complex topics simple to understand so that every step of the way, my clients are knowledgeable and confident in the financial decisions they make.In order for my clients to achieve the financial success they are striving for, I believe it is important to begin with the basics. As a financial advisor based in San Diego, CA, my clients consist predominantly of private sector employees within 15 years of retirement, government and state employees, medical professionals, the LGBT community, and young professionals seeking proactive financial strategies. I pride myself on my ability to make complex topics simple to understand so that every step of the way, my clients are knowledgeable and confident in the financial decisions they make-Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #06•••76), member FINRA/SIPC. Fixed insurance products offered through Sovran Financial & Insurance Services, CA Insurance license # 60•••94. Sovran and Cetera are unaffiliated and under separate ownership from any other named entity.
Experience
Founder, Financial Advisor
Dec 2020 — Present · San Diego, CA, US
Education
Arizona State University
Bachelor of Science (BS), Finance
2009 — 2013
Autonomous University of Barcelona
International Business Certificate, International Finance
2012 — 2012
Skills
- Communication
- Social Media
- Networking
- International Finance
- Spanish
- Problem Solving
- Microsoft Office
- Sales
- Microsoft Office 2007
- Access
- Microsoft Word
- Teamwork
- Business
- Data Analysis
- Management
- Powerpoint
- Microsoft Excel
- Relationship-Building Skills
- Leadership
- Accounting
- Research
- Time Management
- Finance
- Matlab
- Marketing
- Statistics
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