Welcome to Haberl Wealth Management
Our founder, Christopher Haberl, ChFC, CLU and Centaurus Financial, Inc., Consultant, has been advising individuals and families for two decades. He specializes in helping government employees, educators, medical and business professionals, and business owners address their comprehensive financial needs. He has been advising clients in the greater Orange County and Los Angeles County areas.
Christopher is a graduate of Long Beach State, where he majored in business administration finance with an emphasis in investments. He holds Series 7, 24 and 63 registrations with Centaurus Financial, which enable him to provide unbiased investment advice. Christopher has lived in Huntington Beach since 1998 with his wife, Sue, and two children.
At Haberl Wealth Management, Christopher has built a team of experienced, highly qualified financial professionals to manage your retirement and investment strategies.
Haberl Wealth Management is backed by the resources of Centaurus Financial, an independent broker/dealer. This relationship provides us with industry, unbiased research and a comprehensive array of tools, resources and technology. Because Centaurus Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
An inside look at how marginal income tax brackets work.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are things about Social Security that might surprise you.
How long does a $20 bill last?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Learning more about gold, and its history, may help you answer that question.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Are you ready for retirement? Here are five words you should consider.