Kimber D.
3/16/2015
Christine McBroom, owner of Lanai Financial Solutions, has truly been a go-to resource for my husband and I. Her financial advice has been a tremendous help for us. I trust her knowledge,...
Lanai Financial Solutions
(16)
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820 Bay Ave Ste 101
Capitola, CA 95010
Lanai Financial Solutions is an independently owned financial practice based in Capitola, CA, proudly serving clients in Santa Cruz County for over a decade. They offer personalized financial planning, retirement, and investment services tailored to meet the unique needs of each individual.
The team at Lanai Financial Solutions believes in fostering long-term relationships with their clients to better understand their financial goals and provide thoughtful advice to help them navigate life's financial challenges. By building a deep understanding of each client's financial and personal situation, they can offer tailored solutions that evolve with their clients over time.
With a focus on providing independent and client-centered financial advice, Lanai Financial Solutions aims to be a trusted partner for their clients, offering guidance and support through both prosperous and challenging financial circumstances.
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Reviews
4.516 reviews
Jackie C.
4/28/2020
Christine and her team take their time getting to know each of their clients and their specific financial needs and then basing their investment strategy on that. It is refreshing to know that...
A A.
3/21/2018
A straight shooter with awesome integrity. I'm generally nervous about money. I feel less nervous with Christine around.
Nancy B.
4/30/2020
Christine is incredibly knowledgeable and approachable. Her methods helped me reach set goals for planning for the future and surviving this pandemic. She really listened to me about my hopes and...
Keiki C.
9/28/2011
Christine is a trust worthy advisor. She truly cares about her clients. She's helping me understand the market better and build a strong financial future for myself, my family, and my...
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