Laurie Dubchansky, CFP®

Board Member

Laurie Dubchansky, CFP® 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. I am the Chair of the UCI Merage School of Business LifeVest steering committee. LifeVest provides intensive life planning and financial literacy education for underserved 9th grade students. 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.

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

Another successful event!

On July 28, WISE hosted a virtual event that reached participants across the country – a first for our WISE family! Close to 300 signed up to hear Consuelo Mack, host of PBS’s WealthTrack, reveal the best advice she has gleaned from decades of interviewing legendary investors. Read more >

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