Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Our founder, Christopher Haberl, ChFC®, CLU®, a Centaurus Financial, Inc. consultant, has been advising individuals and families for over 25 years. Chris has learned firsthand the intricacies of investment, tax, financial, and estate planning. His specialty is working with clients and assisting them with retirement income planning. Chris helps his clients avoid the common investing mistakes that are made by many investors.
Chris continues to help his clients retire from small and Fortune 500 companies. He provides advice for his clients with their 401K rollovers, pension maximization strategies and other company sponsored plans. Chris specializes in managing his client’s investments and guides them through their social security benefit options before and after retirement.
Chris also teaches a Modern Retirement Planning Course at Golden West College in Huntington Beach.
Christopher graduated from Long Beach State where he received his Business Administration: Finance degree with an emphasis in investments. He has Series 7, 24 and 63 Securities Licenses, as well as his Insurance License. Chris has lived in Huntington Beach since 1998 with his wife and two children.
At Haberl Wealth Management, Chris has built a team of experienced, highly qualified financial professionals to manage your retirement and investment strategies. Click here to read more.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.