At every stage in our adult life, there is need for a financial plan. If that’s of interest to you, then Havaplan Financial could be the place you’ve 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 client’s 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 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 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.

Havaplan Financial

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Havaplan Financial

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