Lanai Financial

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1066 41st Ave
Capitola, CA 95010
+1 (831) 476-7300
https://www.lanaifinancialsolutions.com

Lanai Financial Solutions is an independently owned financial practice located in Capitola, CA, with over a decade of dedicated personalized service to clients in Capitola and Santa Cruz County. The company emphasizes the importance of cultivating long-term relationships with clients, understanding their unique financial situations, and providing thoughtful guidance through both prosperous times and financial challenges.

Offering a range of financial planning, retirement, and investment services, Lanai Financial Solutions aims to provide a comprehensive approach to managing matters that impact clients' lives. The firm operates in association with Raymond James Financial Services, ensuring that clients receive the benefits of professional expertise while maintaining an independent operational structure.

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