Havaplan Financial
Financial Services, 23 Corporate Plaza, Newport Beach, California, 92660, United States, 1-10 Employees
Phone Number: +13*********
Who is HAVAPLAN FINANCIAL
At every stage in our adult life, there is need for a financial plan. If thats of interest to you, then Havaplan Financial could be the place youve been looking for. As a CFP professional...
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Headquarters: 23 Corporate Plaza, Newport Beach , California, 92660, United States
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Date Founded: 2016
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Employees: 1-10
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Revenue: $10 Million to $25 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282; 8742
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Havaplan Financial
Answer: Havaplan Financial's headquarters are located at 23 Corporate Plaza, Newport Beach, California, 92660, United States
Answer: Havaplan Financial's phone number is +13*********
Answer: Havaplan Financial's official website is https://havaplanfinancial.com
Answer: Havaplan Financial's revenue is $10 Million to $25 Million
Answer: Havaplan Financial's SIC: 6282; 8742
Answer: Havaplan Financial's NAICS: 523930
Answer: Havaplan Financial has 1-10 employees
Answer: Havaplan Financial is in Financial Services
Answer: Havaplan Financial contact info: Phone number: +13********* Website: https://havaplanfinancial.com
Answer: At every stage in our adult life, there is need for a financial plan. If thats of interest to you, then Havaplan Financial could be the place youve been looking for. As a CFP professional, I help you develop a comprehensive strategy to reach your short and long term financial goals. We act in a fiduciary capacity, always in our clients best interests. Within my practice I serve two groups: Dual Income Young Couples and Pre-Retirees. 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 I received my undergraduate degree at UCLA, and after earning a Masters 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 also the Chair of the UCI Merage School of Business LifeVest steering committee. I offer pro-bono financial planning at the annual FPA-OC Financial Planning Day, on campus for UCI students, and for the military and community based organizations.
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