WHAT WE'RE ABOUT
At every stage in our adult life, there is need for a financial plan. If that's of interest to you, then Havaplan Financial could be the place you've been looking for. As a CFP® professional, I help you develop a comprehensive strategy to reach your short and long term financial goals. We act in a fiduciary capacity, always in our client’s best interests.
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Retirement
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Retirement
OUR SERVICES
Not sure where to start when it comes to making the right decisions with your money? Havaplan Financial can help! From sessions designed to provide an objective financial review to long-term investment strategies based on your individual goals, time horizon, and risk tolerance, we're here to help you plan for every stage of your life.
Meet Laurie Dubchansky, CFP®
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I received my undergraduate degree at UCLA, and after earning a Master’s Degree in Health Care Administration, I worked in various health care settings. I managed a non-profit for several years, and then decided to pursue an education in Personal Financial Planning. I worked for three years at a financial planning firm, and I passed the CFP exam in March 2015. I founded Havaplan Financial to serve those with financial concerns, including planning for retirement, but without regard to current wealth accumulation. I help those that need financial education, advice on financial decisions and to make sure they have a plan! I provide hourly planning as well as project-based pricing. As a Certified Financial Planner™, I am a fiduciary with a fee-only practice.
I am an active member of the Financial Planning Association of Orange County (FPA-OC), and I enjoy volunteering to provide pro-bono financial education. I offer pro-bono financial planning on campus for UCI students, and for the military and community-based organizations. I volunteer with WISE (Women Investing in Security and Education) and Orange County United Way.
I enjoy high-volume baking, hiking, spinning, Zumba, football games and Super Bowl parties.
Meet Thomas Anderson, Associate Financial Planner
Thomas earned his bachelor's degree in mechanical engineering at Long Beach State and has worked the past five years as a professional engineer in HVAC. At the end of 2020, he started taking classes in financial planning after reflecting on his passion for personal finance and helping others. He studied at UCLA in their Personal Financial Planning Program and graduated in September 2022.
Thomas first met Laurie in December 2021 when he joined the Financial Planning Association Pro Bono Committee.
As Thomas states "I have greatly enjoyed volunteering with FPA Pro Bono to help increase the financial literacy of our community. Some other passions of mine are ultimate frisbee, golf, cheering on the Dodgers and Steelers, and just about everything outdoors."
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Why Choose Us
We offer unbiased, objective advice to help you make important financial decisions. As an independent, fee-only advisory firm, we act as a fiduciary and have no connection with any broker-dealer or investment group that encourages us to sell their particular products. This independence allows us to focus on your needs rather than our own.
Our Location
4695 MacArthur Court, 11th Floor
Newport Beach, CA 92660
(949) 610-8975
Contact Us
If you would like to schedule a time to meet (in person or virtually), please complete the contact form below.
Or schedule a 30-minute introductory call with Laurie here.
DISCLAIMER
WEBSITE CONTENT
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Havaplan Financial, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to another party’s informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
REGISTRATION INFORMATION
Havaplan Financial, LLC (“Havaplan”) is a registered investment adviser offering advisory services in the States of California, Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Havaplan in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
CONFIDENTIALITY AND SECURITY
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our client’s nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.