San Diego, California, United States
I help clients take control of their finances-- whether they're running a small business, supporting their family or starting fresh. As a first-generation Mexican American, I understand how financial advice can feel out of reach or overly complicated. That's why I focus on education, transparency, and action. I partner with clients to build holistic plans that address real-life needs: cash flow, debt, real estate, investing and protecting your hard work. Maybe you're a business owner trying to grow while juggling taxes, or a young couple figuring out how to manage money together, my approach connects your goals with clear strategies. I started my career in traditional institutions - where I saw firsthand how much of the industry left everyday people behind. That's what led me to Financial Haus, a firm committed to goal drive financial planning. If you have questions or are ready to get started, let's talk. [email protected] https://calendly.com/edgarjmora California Insurance License #4068968 Financial Planning and Investment Advisory Services offered through Sovran Advisors LLC, an SEC-registered investment adviser. Securities offered through Cetera Wealth Services LLC (doing business in CA as CFGAN Insurance Agency LLC, CA insurance licenses #0644976), member FINRA/SIPC. Fixed Insurance products offered through Sovran Financial & Insurance Services, CA Insurance license #6010594. Sovran and Cetera are unaffiliated and under separate ownership from any other named entity.
At Financial Haus, I help clients - especially business owners, working professionals and Latino Families - get clarity on their money. My work includes: - Cash flow and debt strategies - Investment education and portfolio planning - Business owner and self-employed planning - Real estate purchase planning - Insurance and Risk Protection I believe financial planning should be accessible, inclusive, and goal-driven. We combine modern tools with a human, relationship-first approach. Financial Haus 619-641-3619 1253 University Ave., Suite 1002, San Diego, CA Financial Planning and Investment Advisory Services offered through Sovran Advisors LLC, an SEC-registered investment adviser. Securities offered through Cetera Wealth Services LLC (doing business in CA as CFGAN Insurance Agency LLC, CA insurance licenses #0644976), member FINRA/SIPC. Fixed Insurance products offered through Sovran Financial & Insurance Services, CA Insurance license #6010594. Sovran and Cetera are unaffiliated and under separate ownership from any other named entity.
Financial Planning and Investment Advisory Services offered through Sovran Advisors LLC, an SEC-registered investment adviser. Securities offered through Cetera Advisor Networks LLC (doing business in CA as CFGAN Insurance Agency LLC, CA insurance licenses #0644976), member FINRA/SIPC. Fixed Insurance products offered through Sovran Financial & Insurance Services, CA Insurance license #6010594. Sovran and Cetera are unaffiliated and under separate ownership from any other named entity.
Busser (Jan. 2005-2010) Server (Jan. 2010-2015) Manager (Jan. 2015-Present)
Edgar has been providing tax favored solutions for high net worth individuals and business owner clients since August 2022 . At Greater Pacific Solutions, Edgar provides expert guidance to his clients for a lifetime of financial security by helping them identify their definitions of financial security and then focusing on solutions that can help transform those financial goals into a reality. He is committed to finding the right solutions for his clients' personal, family or business needs. Edgar utilizes his own knowledge and experience in combination with the expertise of a team of specialists available through Greater Pacific Solutions and affiliation with nationally recognized organizations. Together, they provide innovative solutions and professional direction to help clients accomplish their objectives. Edgar's professional philosophy: "In servicing my clients, I shall, in light of all circumstances, recommend that course of action or provide that service which, had I been in the same situation, I would have applied to myself." CRN202304-281701 Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 3435 Wilshire Blvd Suite 2900 Los Angeles, CA 90010, (310) 689-3300