At our firm, we have the client— and only the client —in mind.
Your financial advisor should know your goals and work with you to better prepare for them. Often times our clients are too busy running their businesses, managing their careers, or raising their families to effectively manage their finances. Utilizing a team that knows your finances and can provide a roadmap to keep you on track while you manage your life is why we became advisors.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
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Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
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Meet Our Team
President and Wealth Advisor
James Haug, CFP®
James collaborates with clients to identify and prioritize their financial goals, then assists in the planning and execution of achieving those goals. James’ experience working with his core client demographic, corporate executives, business owners, and entrepreneurs, gives him a personalized perspective of their financial issues. He is a specialist in the area of concentrated and restricted stock, cash flow planning, and wealth transfer.
James is a financial services veteran of 10 years, and was the Branch Manager for a national broker dealer for five years. In addition to his Bachelor degree in Economics from University of California, San Diego, James holds his Accredited Wealth Management Advisor (AWMA®) designation.
James is active in the community, serving as Board President for the East Village Association, a non-profit which operates a Business Improvement District in downtown San Diego. James also coaches high school boys volleyball at Cathedral Catholic High School in Del Mar. James resides in Cortez Hill with his wife, Janelle, and their son, Henry.
Contact
Office 619-487-9044
Fax 619-487-9553
james@haugwealth.com
Client Services Manager
Stanley Shurson
Stan works behind the scenes to ensure client onboarding and transaction requests are processed smoothly. Stan is the team's financial planning specialist and is responsible for generating and reviewing client's financial plans prior to our strategy meetings.
Stan is a financial services veteran of seven years and received a Bachelors degree in Finance from USD.
Stan was a decorated Prep Athlete while attending Ramona High School. As a kicker for Ramona's football team, Stan was named the CIF Kicker of the year in 2015 and listed as a top ranked recruit nationally. Stan still calls Ramona home and is an active member of the San Vicente Men's Club.
Contact
Office 619-487-9044
Fax 619-487-9553
stan@haugwealth.com