Havaplan Financial

At Havaplan Financial, we provide financial guidance customized to your needs on a fixed, hourly, or project basis with no conflicts of interest. Helping you achieve financial independence and peace of mind is our top priority.

Financial Planning for a fixed fee, includes a full review of all financial planning areas and guidance for implementation.  For short term projects or quick answers to financial questions, I provide financial planning on an hourly basis, with an estimate of the number of hours provided prior to engagement. I provide various ways to engage as it is my desire to provide planning to those who need it.  My first meeting is always free of charge.

I offer in-person and virtual meetings via Zoom.

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Advisors at this Office

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This Office

4695 MacArthur Ct Fl 11 Newport Beach, CA 92660-1882 Phone: (949) 610-8975

Primary Office

4695 MacArthur Ct Fl 11 Newport Beach, CA 92660-1882 Phone: (949) 610-8975