Havaplan Financial
Financial Services - , California, United States
Havaplan Financial Employees
Havaplan Financial Senior Management
Havaplan Financial Details
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 ReviewI 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.
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