# HAVAPLAN FINANCIAL

HAVAPLAN FINANCIAL is a RIA based in Newport Beach.

## Overview

- **Organization type:** RIA
- **Headquarters:** Newport Beach
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** https://havaplanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/havaplan-financial

## Regulatory record

- **CRD number:** 285636
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285636

## About

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.

## People

- Laurie Dubchansky — CFP®, CEO and Lead Planner
- Thomas Anderson — CFP®, Financial Planner

## Questions

### Who runs investment decisions at HAVAPLAN FINANCIAL?

Public records do not name any individuals managing investment decisions at HAVAPLAN FINANCIAL. No principals, CIOs, or investment committee members are listed in accessible sources.

### 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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Last updated: 2026-08-11T15:06:57.816Z

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