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About Us

First and foremost, we value our people. Whether it be our clients or employees. We believe investing in our people because creating a successful company starts from within.

We are intentional about cultivating a company culture that fosters inclusivity, accountability, and empowerment.

We are constantly striving to be our best day in and day out as we improve our processes, develop professionally, and ask the question: How can we better service our clients?

Our Team

Khristine Valdez

Founder & CEO

Khristine launched Haven Financial Services as she saw a 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 Orange County firms such as 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 golf, tennis, hikes, gardening and watching movies with her family.

Karina Lozan

Accounting Manager

Karina Lozan graduated from University of Washington with a degree in accounting. Prior to joining the Haven team, she worked as a CFO at ACD Racing Parts Inc. Karina also held a financial analyst/proposal writer position at Microsoft and a staff accountant position at Springhill Memorial Hospital. In her free time she enjoys spending time with her three children, traveling, and hiking.

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 bookkeeping and has been doing that for the last 10 years. Currently Nadia maintains 10 bookkeeping accounts as well as handling their personal projects. Nadia enjoys spending time with her two daughters and her friends.

Priscilla Gonzalez

Marketing Coordinator

Priscilla Gonzalez attended Chapman University and graduated with a Bachelor’s Degree in Communication. During her time at Chapman she earned her spot on the Provost List of Academic excellence and became an intern for a non-profit as a Fundraising Events Assistant. After graduating, she started her professional career as a Beauty Advisor at Nordstrom where she discovered her passion for Event Planning and Marketing. She then earned her Meeting and Event Planning Certificate at Cal State Long Beach in addition to being an intern as a Social Media and Event Planning Assistant at Coast Concierge Services. She first joined Haven in Fall of 2019 where she began her position as an Assistant and has since been promoted to Marketing Coordinator. In her free time, Priscilla enjoys going for runs, cooking a new recipe, and listening to music. 

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.