I am a CERTIFIED FINANCIAL PLANNER® professional and have been with Havaplan Financial since 2023. I am also a graduate of UCLA’s Personal Financial Planning Program. Prior to entering the financial planning profession, I worked as a professional engineer after earning my bachelor’s degree in mechanical engineering from California State University Long Beach. I later transitioned careers to financial planning to pursue my passion for personal finance and helping others. I am also a member of the Financial Planning Association in Orange County and am a proud volunteer on the Pro Bono Committee. I love giving back to the community and helping improve everyones financial literacy. I also love playing ultimate frisbee and golf, cheering on the Dodgers and Steelers, and spending time outdoors whenever I can.

Laurie Dubchansky is a CFP® professional with nine years of experience in financial advising, currently serving at Havaplan Financial since 2016. She is based in Newport Beach, CA, and works alongside one other advisor in a two-person team. Havaplan Financial serves individual and high-net-worth clients with discretionary portfolio management and a comprehensive range of financial planning services. The firm primarily uses a passive investment approach with asset-class weighted portfolios built from index mutual funds and ETFs, supported by individualized Investment Policy Statements.