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Havaplan Financial Logo
Havaplan Financial Growth Score
85
CB Rank
2406770
Heat Score
38
Havaplan Financial is a financial services company that offers financial planning and investment management services.
Founded
obfuscation
Private Newport Beach, California, United States1-10 havaplanfinancial.com
Advice
Finance
Financial Services
Overview

Havaplan Financial
Growth Score
85
Heat Score
38

Growth Score85
-1 pts
in past quarter
Heat Score 38
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Havaplan Financial

CB Rank
2406770
Havaplan Financial is a financial services company that offers financial planning and investment management services.
Founded
obfuscation
Private Newport Beach, California, United States1-10 havaplanfinancial.com
Advice
Finance
Financial Services

Key People

Details

Legal Name Havaplan Financial, LLC.
Operating Status Active
Company Type For Profit
Founders  Laurie Dubchansky
Phone Number +1 949 610 8975
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Provides guidance on financial decisions, including cash flow monitoring, credit establishment, and estate planning, tailored to different life stages.
Investment Management
Develops long-term investment strategies based on individual goals, time horizon, and risk tolerance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

IT Spend

$67.7KThis year, Havaplan Financial is projected to spend $67.7K on IT, according to Aberdeen.

Active Website Tech Count

2Havaplan Financial is actively using 2 technologies for its website, according to BuiltWith. These include Viewport Meta and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Havaplan Financial's headquarters? Havaplan Financial is located in Newport Beach, California, United States.
Who We Are
What We Do
Helpful Links
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