Broker Check

About Us

Our History30 Years of Experience

Haberl Wealth Management was founded over 30 years ago to serve individuals and families who have spent decades building wealth and now seek a trusted partner to help protect and sustain it. While many of our clients live and work in Huntington Beach and throughout Orange County, we also proudly serve families and business owners in more than 20 states across the country.

Our planning process is designed to deliver the same high level of personal attention whether you are across town or across the country. We specialize in working with those nearing or living in retirement who require reliable income strategies, disciplined investment management, and clear, straightforward answers to complex financial questions. 

Our TeamHow We Work

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We believe financial planning works best when built on trust and open communication. That's why we take time to truly understand your goals and stay connected with you through regular reviews, so your plan adapts as your life changes.


Accept the Responsibility

We are accountable for what we promise. Our word is our commitment. When we take on a client relationship, we accept full responsibility to deliver thoughtful strategies, proactive service, and results that reflect your goals.


Strategies That Protect

Every client is protecting something. Family security. A certain lifestyle. A legacy they want to leave behind. We take the time to understand what that means to you and design strategies to help safeguard it.


Simplify

Financial life gets complicated quickly. Multiple accounts, tax considerations, income sources, estate plans. We bring clarity and organization by integrating everything into one cohesive platform so you can see the full picture and make informed decisions.


Superior Service

We go beyond expectations through proactive communication, ongoing education, and personal attention. Every client is treated like a valued partner because that's what this relationship should be.

What Drives Us

Integrity means giving honest advice, even when it's not the easiest answer. Family means treating each client relationship with the same care and attention we give our own. Lifelong improvement means continually seeking better ways to educate, communicate, and deliver value. This philosophy creates a client experience built on trust, clarity, and personal connection. When you work with us, you're not just getting financial guidance. You're gaining a long-term partner who genuinely cares about your success and well-being.

Meet Chris

Meet Chris

I bought my first stock at 18, PG&E, and watched it double. That early win sparked something in me. The combination of numbers, strategy, and real financial outcomes felt like the perfect fit. More than three decades later, I'm still drawn to the same things that pulled me in at the start.

I founded Haberl Wealth Management to work with people who've spent years building something meaningful and now want to protect it. Most of my clients are approaching or living in retirement. They've accumulated wealth through discipline and hard work, and they're looking for someone who can help them turn those assets into reliable income without taking unnecessary risks.

The Right Partner For A Secure Retirement


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