Verified email-pattern data for Havaplan Financial is currently limited. You can still use the company insights and contact sections below.
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
- 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
S&k Consulting Services,
P2s,
Prudent Investors, Inc,
Cra Equities,
Vandermeulen Investment Properties,
Fiduciary Resolutions, Inc.,
Metagreen Ventures,
Marwit Investment Management, Llc,
Savino Advisory Group,
Cerius Consulting Group.
Havaplan Financial's categories are Financial Services
Havaplan Financial's founding year is 2016
Explore related pages
Related company profiles:
Top Havaplan Financial Employees
-
-
Kendall Leeper
Wikipedia Consultant And Project…
Sherwood, Oregon, United States, United States1centurytel.net1 +131099XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 10 free credits.
Search the #1 Contact Database
Get contact details of over 750M+ profiles across 60M companies – all with industry-leading accuracy. Sales Navigator and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.