Laurie Dubchansky (BA, CFP®, MS)

Laurie Dubchansky focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I founded Havaplan Financial to serve people regardless of their level of wealth. My practice focuses on dual income young couples and pre-retirees. As a Certified Financial Planner™ professional, I am a fee-only fiduciary. I provide services on an hourly, project or flat fee, depending on the needs of the client. 

As a comprehensive financial planner, 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

Additional Information

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 the Chair of the UCI Merage School of Business LifeVest steering committee. I offer pro-bono financial planning on campus for UCI students, for the military and community based organizations.

NAPFA Start Date

April 19, 2017

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This Office

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