Havaplan Financial

About Havaplan Financial

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 Review 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 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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