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Laurie Dubchansky (BA, CFP®, MS)

Laurie Dubchansky focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I founded Havaplan Financial to serve people regardless of their level of wealth. My practice focuses on dual income young couples and pre-retirees. As a Certified Financial Planner™ professional, I am a fee-only fiduciary. I provide services on an hourly, project or flat fee, depending on the needs of the client. 

As a comprehensive financial planner, 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

Additional Information

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.

NAPFA Start Date

April 19, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4695 MacArthur Ct Suite 1100 Newport Beach, CA 92660-1882 Phone: (949) 610-8975
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