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HAVAPLAN FINANCIAL
Havaplan Financial is a fee-only fiduciary advisory firm of CERTIFIED FINANCIAL PLANNER® Professionals. They work with clients at all levels of net worth and...
Overview
Havaplan Financial is a fee-only fiduciary advisory firm of CERTIFIED FINANCIAL PLANNER® Professionals. They work with clients at all levels of net worth and provide hourly planning or asset management including financial planning. As an independent firm they have no connection with any broker-dealer or investment group and act as a fiduciary.
General information
Firm type
RIA
Year founded
2016
Location
City
Newport Beach
Principals
Laurie Dubchansky
CFP®, CEO and Lead Planner
Thomas Anderson
CFP®, Financial Planner
Frequently asked questions
What is the scale of HAVAPLAN FINANCIAL?
No AUM, deployment figures, or team size have been publicly disclosed. The firm's financial scale remains unverified in any known database or media report.
What investment strategies does HAVAPLAN FINANCIAL pursue?
The firm's investment strategy is not specified in any public documentation. It is unclear whether it focuses on direct deals, fund commitments, or a particular asset class.
How can one contact HAVAPLAN FINANCIAL?
No website, email address, phone number, or physical location is publicly listed. The firm does not maintain a detectable online presence for inquiries.
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