Financial Haus

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<title>Financial Haus | San Diego, CA · reviews &amp; AI Score · Local AI Registry</title>
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# Local AI Registry

> The public record of what AI assistants say about local businesses. Every entry checked, scored, and kept current.

Local AI Registry is the editorial, never-sponsored record of what local
businesses are known for, and whether AI assistants actually recommend them.
We score every local business the same way and rank them: website, reviews,
AI visibility, and more. Eight signals, one number from 0 to 100. The heaviest
is whether AI can retrieve you at all.

## Read these first

- [Local AI Registry](https://localairegistry.com): AI assistants now decide which local business to recommend.
- [Methodology](https://localairegistry.com/methodology): Eight signals, one number from 0 to 100.
- [Leaderboards](https://localairegistry.com/leaderboards): Browse AI Score leaderboards by state, city, and category.
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- [Journal](https://localairegistry.com/journal): How AI assistants decide which local businesses to recommend, and what owners can do about it.

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- [Sitemap](https://localairegistry.com/sitemap.xml): Every business page on the registry, with the day each was last updated.
- Every business page has a markdown copy at its own address with `.md` on the end. The copy holds the same facts, marks and sources as the page, in the page's order: the photos with their captions, the team and their licenses, the reviews summary, and the questions locals asked with the replies. The page names it in its head and its HTTP `Link` header.

# Financial Haus, San Diego: a financial planner in San Diego (2026 guide)

Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/financial-haus-san-diego-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 16 sources. Updated 2026-08-19. Owner review: not yet.

Canonical: https://localairegistry.com/biz/ca/san-diego/financial-haus-san-diego-ca

## Photos

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## In short

Financial Haus is a financial planner in San Diego, CA. Its AI Score is 26 of 100, which is poor.

Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page.


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 1253 University Ave Unit 1002, San Diego, CA 92103, USA |
| Hours | Mon to Fri 8 AM to 6 PM · Closed Sat to Sun |
| Phone | (619) 641-3619 |
| Owner | Nothing found |
| Rating | 5.0 across 17 reviews on Google |
| Known for | Financial Haus excels in providing personalized financial planning and education, helping clients transform their financial anxiety into confidence. Their approachable team is dedicated to guiding individuals through various financial milestones. |
| Prices | Nothing found |
| Quietest time | Nothing found |
| Parking | Nothing found |
| Last verified | September 19, 2026, 12:35 AM |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Name | Financial Haus | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Address | 1253 University Ave Unit 1002, San Diego, CA 92103, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Phone | (619) 641-3619 | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Hours | Mon to Fri 8:00 AM to 6:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Description | Financial Haus is disrupting the image of the financial services industry by changing the relationship millennials, minority communities, and small business owners have with their money. We provide financial planning and coaching to anyone looking to take their financial situation seriously, and help you create a plan to achieve your financial goals in the world we (actually) live in today. Financial Haus is a group of millennial financial advisors who’ve ditched the stuffy suit & tie look. Our goal is to help clients build a strong financial foundation through debt management, budgeting, saving for a down payment, investments review, wealth management, and more; regardless of your age, gender, background, or color. DOFU:[4635060/04-2022] | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Monday | 8:00 AM to 6:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Tuesday | 8:00 AM to 6:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Wednesday | 8:00 AM to 6:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Thursday | 8:00 AM to 6:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Friday | 8:00 AM to 6:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Saturday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Services | Service | Wealth management | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Andrew baker | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Quick win strategy | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Review meeting | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Secure info | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Start now | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | 2025 financial fitness challenge | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Cash flow | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Discovery call | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Edgar jimenez | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Erica cordova | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Financial planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Onboarding | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Onboarding info | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Budgeting | AI guess | Nothing found |
| Services | Service | Investments review | AI guess | Nothing found |
| Services | Service | Debt management | AI guess | Nothing found |
| Services | Service | Financial coaching | AI guess | Nothing found |
| Services | Service | Saving for a down payment | AI guess | Nothing found |
| Links | Website | https://thefinancialhaus.com/ | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Links | Instagram | https://instagram.com/financialhaus | AI guess | Our record |
| Links | Facebook | https://facebook.com/thefinancialhaus | AI guess | Our record |


## Services and prices

These are the 14 services Financial Haus offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Wealth management |  |  |  | Confirmed |
| Andrew baker |  |  |  | Confirmed |
| Discovery call |  |  |  | Confirmed |
| Edgar jimenez |  |  |  | Confirmed |
| Financial planning |  |  |  | Confirmed |
| Erica cordova |  |  |  | Confirmed |
| Onboarding |  |  |  | Confirmed |
| Onboarding info |  |  |  | Confirmed |
| Review meeting |  |  |  | Confirmed |
| Start now |  |  |  | Confirmed |
| 2025 financial fitness challenge |  |  |  | Confirmed |
| Secure info |  |  |  | Confirmed |
| Cash flow |  |  |  | Confirmed |
| Quick win strategy |  |  |  | Confirmed |


### Known for

Financial Haus excels in providing personalized financial planning and education, helping clients transform their financial anxiety into confidence. Their approachable team is dedicated to guiding individuals through various financial milestones.


## The team

Nothing found


## Visiting Financial Haus

Address: 1253 University Ave Unit 1002, San Diego, CA 92103, USA. Phone: (619) 641-3619. Hours: Mon to Fri 8 AM to 6 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:56 PM.)


### Location info from Google Business Profile

Business description, written by Financial Haus on its Google Business Profile: "Financial Haus is disrupting the image of the financial services industry by changing the relationship millennials, minority communities, and small business owners have with their money. We provide financial planning and coaching to anyone looking to take their financial situation seriously, and help you create a plan to achieve your financial goals in the world we (actually) live in today.
Financial Haus is a group of millennial financial advisors who’ve ditched the stuffy suit & tie look. Our goal is to help clients build a strong financial foundation through debt management, budgeting, saving for a down payment, investments review, wealth management, and more; regardless of your age, gender, background, or color.
DOFU:[4635060/04-2022]"


### When to go

Busy times not read yet, back on Scan Day.


### Parking and getting in

Nothing found


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| LIV Juice Bar and Smoothies | Juice shop | 1 min walk |
| Négociant Winery | Winery | 1 min walk |
| Hillcrest Corner Kitchen | Restaurant | 1 min walk |
| La Fuente Mexican Food | Mexican restaurant | 1 min walk |
| Daddy's Hot Dogs | Hot dog restaurant | 1 min walk |
| RBG Mural | Tourist attraction | 1 min walk |


## Reputation

5.0 average across 17 reviews: Google 17. (Confirmed, read August 18, 2026.)

Financial Haus stands out for its holistic and educational approach to financial planning, helping clients achieve clarity and confidence in their financial futures. (AI guess, from 17 reviews.)


### What people like

- Comprehensive planning for life events
- Support in purchasing homes and managing debt


### What people do not like

Nothing found


### Press

No press story about Financial Haus found yet.


### Awards

None named yet.


### Directories

Directory listings not read yet.


## Recent updates from Financial Haus

Financial Haus hasn't posted an update here yet.


## Questions people ask


### Booking here, how does it work?

No answer yet


### walking in for a first visit, what happens

No answer yet


### parking at Financial Haus, where does everyone put the car?

No answer yet


### anything new from Financial Haus lately?

No answer yet


### best financial planner in San Diego

No answer yet


### worth it or not, what do the regulars say

No answer yet


### people keep recommending Financial Haus, what for?

No answer yet


### Ballpark for a visit to a planner in San Diego?

No answer yet


### Are the hours on Google right for Financial Haus in San Diego?

No answer yet


### is Financial Haus open on a Saturday

No answer yet


### On a budget in San Diego, is Financial Haus the one?

No answer yet


### Any membership pricing here?

No answer yet


### services here, what do people go in for?

No answer yet


### does Financial Haus ever have cancellations

No answer yet


### What financial planner questions is San Diego asking AI most?

No answer yet


### torn between this place and Define for Personalized financial planning and education?

No answer yet


### anywhere on University to sit while I wait

No answer yet


## What AI gets wrong about Financial Haus

We ask Gemini and ChatGPT about Financial Haus. These are the answers that disagree with the record.

ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026.

No capture has disagreed with the record yet.


## The AI Score: 26 of 100

The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial planners run 21 to 51. Fair starts at 45, good at 65. Financial Haus scores 26, below the San Diego average of 27. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Financial Haus |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 39 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Named in 0 of 1 answer that recommended anyone. 1 more named nobody, which is not a loss and is not scored. |
| Reviews & response | 12 | 77 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Good |
| Backlink & citation authority | 8 | 54 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 42 | Core Web Vitals at the 75th percentile, on a real phone. | Poor |
| Content freshness & schema | 5 | 81 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Good |

Full method: https://localairegistry.com/methodology


## How AI decides what to tell you about a financial planner

When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on.

That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today.

The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place."


## How to choose a financial planner in California, with or without AI

A few checks take ten minutes and tell you more than any rating.

- Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door.
- Read reviews that name a person and what they did. Vague praise is easy to fake.
- Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today.
- Ask for the price before you go, and ask what it includes.
- Where the work needs a license, ask whose license it is and look it up with California.


## How to read the marks on this page

- Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry.
- Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit.
- AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it.


## About the author

Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine.

- Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping.
- Industry: medical aesthetics, injectables, med spa operations and marketing.
- Disclosure: Local AI Registry sells services to business owners, including Financial Haus if it claims this page. That does not change what this page says. Every fact carries its source.


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Financial Haus |
| --- | --- | --- | --- | --- |
| Financial Haus | LocalBusiness | #business | https://thefinancialhaus.com/ | Subject of this page |
| San Diego, California | City | #city | Nothing found | City Financial Haus is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in San Diego, linked to the lists and towns around it.


### Lists

- Best financial planners in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-planner
- Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego


### Nearby

- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /fresno: https://localairegistry.com/leaderboards/ca/fresno
- /palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## Frequently asked questions


### What is AI search optimization for local business?

Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it.


### What is Local AI Registry?

The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free.


### How does this page help a business get recommended by AI?

Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next.


### Who writes the answers here?

Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so.


### I own Financial Haus. How do I fix something or rank higher?

Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work.


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJWbBfQ1VV2YARTHKqgXoo-JM (accessed Aug 18, 2026)
- [2] thefinancialhaus.com, https://thefinancialhaus.com/wealth-management/ (accessed Sep 19, 2026)
- [3] thefinancialhaus.com, https://thefinancialhaus.com/andrew/ (accessed Sep 19, 2026)
- [4] thefinancialhaus.com, https://thefinancialhaus.com/quick-win-strategy/ (accessed Sep 19, 2026)
- [5] thefinancialhaus.com, https://thefinancialhaus.com/onboarding/review-meeting/ (accessed Sep 19, 2026)
- [6] thefinancialhaus.com, https://thefinancialhaus.com/onboarding/secure-info/ (accessed Sep 19, 2026)
- [7] thefinancialhaus.com, https://thefinancialhaus.com/client-application/ (accessed Sep 19, 2026)
- [8] thefinancialhaus.com, https://thefinancialhaus.com/2025-financial-fitness-challenge/ (accessed Sep 19, 2026)
- [9] thefinancialhaus.com, https://thefinancialhaus.com/onboarding/cash-flow/ (accessed Sep 19, 2026)
- [10] thefinancialhaus.com, https://thefinancialhaus.com/discovery-call/ (accessed Sep 19, 2026)
- [11] thefinancialhaus.com, https://thefinancialhaus.com/edgar/ (accessed Sep 19, 2026)
- [12] thefinancialhaus.com, https://thefinancialhaus.com/erica/ (accessed Sep 19, 2026)
- [13] thefinancialhaus.com, https://thefinancialhaus.com/financial-planning/ (accessed Sep 19, 2026)
- [14] thefinancialhaus.com, https://thefinancialhaus.com/onboarding/ (accessed Sep 19, 2026)
- [15] thefinancialhaus.com, https://thefinancialhaus.com/onboarding/onboarding-info/ (accessed Sep 19, 2026)
- [16] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)