Havaplan Financial

I am a CERTIFIED FINANCIAL PLANNER® professional and have been with Havaplan Financial since 2023. I am also a graduate of UCLA’s Personal Financial Planning Program. Prior to entering the financial planning profession, I worked as a professional engineer after earning my bachelor’s degree in mechanical engineering from California State University Long Beach. I later transitioned careers to financial planning to pursue my passion for personal finance and helping others. I am also a member of the Financial Planning Association in Orange County and am a proud volunteer on the Pro Bono Committee. I love giving back to the community and helping improve everyones financial literacy. I also love playing ultimate frisbee and golf, cheering on the Dodgers and Steelers, and spending time outdoors whenever I can.

Laurie Dubchansky is a CFP® professional with nine years of industry experience, currently serving as an advisor at Havaplan Financial since 2016. Prior to this, she worked at Inspired Financial from 2014 to 2016. Havaplan Financial provides tailored investment management and financial planning services to individual and high-net-worth clients, focusing on developing individualized investment policies and asset allocation targets. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, while incorporating various analytical methods in financial planning.