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 chair the Women’s Philanthropy Fund, providing much needed resources to a neighborhood elementary school and other non-profits focusing on women and children.
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.
Contact Laurie Dubchansky
23 Corporate Plaza Dr
Newport Beach, CA 92660