Broker Check

Team


About Haberl Wealth Management

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. He specializes in managing his client’s investments and guides them through their social security benefits 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, our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Tactical Investment Strategies
  • Retirement Income Planning
  • Estate Planning
  • Income Investing and Distribution Strategies
  • Long Term Care Options

We can also answer your questions:

  • When can I retire?
  • Will my investments perform to meet my goals?
  • What is the best approach for college savings?
  • How do I create an estate plan?
  • How much life insurance do I need to protect my family?

Haberl Wealth Management has helped many people just like you with similar issues and concerns. We can create an approach to address your needs.

 

Christopher Haberl

Centaurus Financial Consultant

714-622-5559

714-622-5912

chris@haberlwealth.com

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...
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Dawn Bennett

Administrative Assistant

714-622-5559

714-622-5912

dawn@haberlwealth.com

Dawn Bennett has been in office administration for over 35 years. She came on board in 2014 as our Administrative Assistant. Dawn is adept in several customer relationship management software programs. She helped develop a proprietary...

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Erin Del Toro

Service Assistant

714-622-5559

714-622-5912

erin@haberlwealth.com

Erin Del Toro has over 20 years combined experience in customer service and office administration and specializes in the financial field. She is Chris’s right-hand person. If you need answers, start with Erin! She always has a...

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