Trusted Financial Advisor

Laurie Dubchansky CFP

Laurie Dubchansky CFP

Havaplan Financial

23 Corporate Plaza DR Ste 150, Newport Beach, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$0
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor