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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding how a stock works is key to understanding your investments.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Recent changes in estate tax laws could affect the strategy you have in place.
The decision whether to buy or rent a home may have long-term implications.
Do you have causes that you want to support with donations? Here's three tips.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.