As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Laurie Dubchansky, CFP®
Fee-Only financial planner located in Newport Beach, CA, serving clients locally and across the country
Laurie Dubchansky is a Newport Beach, CA fee-only financial planner. Havaplan Financial provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Laurie Dubchansky is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Laurie Dubchansky is a fee-only financial advisor at Havaplan Financial, located in Newport Beach, CA.
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 and 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. Since the onset of COVID, we’ve created a committee of CERTIFIED FINANCIAL PLANNER Professionals in Orange County, CA to offer pro-bono financial planning sessions to those in need in our community. I volunteer with WISE (Women Investing in Security and Education) and Orange County United Way. At United Way, I co-chair Women United, providing much needed resources to two neighborhood elementary schools.
I enjoy high-volume baking, hiking, spinning, Zumba, football games and Super Bowl parties.
Laurie Dubchansky is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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. 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Laurie Dubchansky is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Laurie Dubchansky is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Laurie Dubchansky is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Laurie Dubchansky Awarded FPA's 2021 Heart Of Financial Planning for Her Contributions to the Profession, Public
Laurie Dubchansky is the Featured Guest on the Wicket Pissah Podcast
Laurie Dubchansky is Mention in Financial Advisor Magazine: "FPA's Heart Of Financial Planning Awardees Named"
Laurie Dubchansky is an Active Member of the Financial Planning Association of Orange County
Laurie Dubchansky is Member of the Board of Directors for Women Investing in Security and Education
Laurie Dubchansky is a Guest Contributor on Inspired Financial: "Department of Labor Fiduciary Rule"
Orange County United Way’s Women’s Philanthropy Fund, Represented by Laurie Dubchansky, is the Girl Scout's 2019 Community Impact Honoree
Laurie Dubchansky Volunteers to Teach Free Workshop Series at Chapman University: "It's Your Money / It's Your Estate"
Laurie Dubchansky is a Guest Contributor on Inspired Financial: "Women to be Honored on US Paper Currency"
Laurie Dubchansky is Quoted in US News and World Report: "Year-End Retirement Planning Deadlines for 2017"
Laurie Dubchansky Chairs the Women's Philanthropy Fund at the United Way of Orange County
Contact Laurie Dubchansky
23 Corporate Plaza Dr
Newport Beach, CA 92660