Laurie D. Dubchansky
HAVAPLAN FINANCIAL
Newport Beach, CA 92660
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CRD#: 6627324
Professional summary
Laurie Drucker Dubchansky, CFP®, who also goes by Laurie Dubchansky, is a registered financial advisor currently at HAVAPLAN FINANCIAL located in Newport Beach, California.
Laurie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Laurie has worked at 1 firm .
Biography
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 the Chair of the UCI Merage School of Business LifeVest steering committee. I offer pro-bono financial planning on campus for UCI students, for the military and community based organizations.
Question & Answer
What are your service offerings?
Social Security Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Debt Management
Education Planning
Budgeting
Do you have an area of expertise or specialization?
Baby Boomers
Hourly
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Laurie Dubchansky
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Laurie Drucker Dubchansky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
November 23, 2016 - Present
HAVAPLAN FINANCIAL
Office #1: 4695 Macarthur Court 11th Floor, Newport Beach, CA 92660RIA
CRD#: 285636
Newport Beach, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/23/2016)
IAR
Texas(9/22/2022)
Exams
Current Firm
HAVAPLAN FINANCIAL
HAVAPLAN FINANCIAL | HAVAPLAN LLC
CRD#: 285636 / SEC#:
California
Registered Investment Advisory firm - (11/23/2016 Approved)Texas
Registered Investment Advisory firm - (9/15/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4695 Macarthur Court 11th Floor, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 610-8975
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 144 |
| AUM (Assets Under Management) | $ 93,686,846 |
Red Flags
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