Laurie Dubchansky is a fee-only financial advisor at Havaplan Financial, located in Newport Beach, CA.

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 to serve those with financial concerns, including planning for retirement, but without regard to current wealth accumulation. I help those that need financial education, advice on financial decisions and to make sure they have a plan! I provide hourly planning as well as project based pricing. As a Certified Financial Planner®, I am a fiduciary and with a fee-only practice.

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. Since the onset of COVID, we’ve created a committee of CERTIFIED FINANCIAL PLANNER Professionals in Orange County, CA to offer pro-bono financial planning sessions to those in need in our community. I volunteer with WISE (Women Investing in Security and Education) and Orange County United Way. At United Way, I co-chair Women United, providing much needed resources to two neighborhood elementary schools. 

I enjoy high-volume baking, hiking, spinning, Zumba, football games and Super Bowl parties.