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Who We Are

At Haven Financial Services, we have built a culture that walks the walk on respecting work life balance. When the company was built in 2014, the idea was to get away from the corporate mentality of the eight to five grind. Rather we understood that high value service can be provided in a fluid form which aligns with the creative owners we work with. 

We have learned to build systems that allow us to stay lean and focused and intend to keep it that way. We have a team that completely supports each other, enjoys collaboration, and kicks butt during our team games each month. 

The idea was to build a company with people that deliver good work and are also awesome human beings to work with. The outcome can’t be beat.

Our Team

Khristine Valdez

Founder & CEO

Khristine launched Haven Financial Services as she saw a need for Executive and Management accounting services from the local companies in Orange County and built a company that focuses on a high quality of financial service. Previously, Khristine was a CFO for Sail Venture Partners, Teles Properties and the McMonigle Group. Khristine was also a CPA providing tax and audit services, primarily in the Real Estate and Non-Profit Industries. She earned her Bachelor’s Degree from Cal State Fullerton, and obtained her CPA license in Wisconsin. In her free time she enjoys movies with her family, golf, tennis and music.

Caleb Ige

Senior Accountant

Caleb is originally from Oahu, Hawaii and graduated from Seattle Pacific University with a degree in accounting and a minor in communication. After graduating he joined the Deloitte and Touche Audit practice in Seattle, where he then worked on a multitude of clients, the most notable being Starbucks. In his free time he enjoys watching movies, playing volleyball, board games and paddle boarding.

Nadia Milner

Staff Accountant

Nadia has worked for multi-million dollar companies handling all their financial needs since 1998. She has worked at the LA Fitness Corporate office in Irvine where she was responsible for collecting over 50 million dollars, encompassing 12 projects simultaneously. From there, Nadia went on to providing bookkeeping services on her own and then joined the Haven team in 2019. Nadia enjoys spending time with her two daughters and her friends.

Amy Perez

Administrative Assistant

Amy graduated from Webster University with a Bachelor’s Degree, and a minor in Marketing. Prior to joining the Haven team, she held positions at Epson America, Inc. and Toyota Motor Sales, U.S.A. Headquarters, in the Marketing Department. In her free time, she enjoys hiking and camping with her husband and two sons. She also likes to swim, bike and run.