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.
Within my practice I serve two groups: Dual Income Young Couples and Pre-Retirees.
I work with clients on:
• Cash Flow Analysis
• Debt Reduction
• Setting Goals
• Student loan payoff strategies
• Education Savings
• Retirement planning
• Investment management
• Insurance Planning
• Tax Planning
• Estate Planning Review
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 in 2016.
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 am also the Chair of the UCI Merage School of Business LifeVest steering committee. I offer pro-bono financial planning at the annual FPA-OC Financial Planning Day, on campus for UCI students, and for the military and community based organizations.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 23 Corporate Plaza,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- havaplanfinancial.com
- Keywords
- Retirement Planning, Financial Planning, Insurance Planning, Estate Planning Review, Education Savings, Debt Reduction, Investment Management, Cash Flow Analysis, Setting Goals, Student Loan Payoff Strategies, Tax Planning.
- HQ
- Newport Beach , CA
Havaplan Financial Questions
Havaplan Financial's website is havaplanfinancial.com
Havaplan Financial's LinkedIn profile is https://www.linkedin.com/company/havaplan-financial
Havaplan Financial has
3 employees.
View email and phone details for 3
employees at Havaplan Financial.
Havaplan Financial's industry is
Financial Services
Havaplan Financial's top competitors are
Cra Equities,
P2s,
Marwit Investment Management, Llc,
Savino Advisory Group,
S&k Consulting Services,
Vandermeulen Investment Properties,
Prudent Investors, Inc,
Fiduciary Resolutions, Inc.,
Metagreen Ventures,
Cerius Consulting Group.
Havaplan Financial's categories are Financial Services
Havaplan Financial's founding year is 2016
