Lanai Financial Solutions

Best ever
Apr 16th, 2022

As the owner of a boutique real estate company, I have had the chance to refer numerous clients to Christine (who is also become a friend). My clients have been very happy, claiming to have outperformed the markets. Christine is very well educated, financially savvy, and someone I personally trust as a business advisor. She is on the Board of Directors at the Santa Cruz Montessori, and a has become community pilar in Capitola. If you like doing business with people who are sophisticated, well grounded, treat you like family, plus will make you moneylook no further.
Sep 17th, 2021

Christine is very professional and knowledgeable and has given me personal attention that most other financial planners/advisors have not.  After working with her for a few months, my wife and I transferred all of our accounts to her and are very happy with the returns.  I have referred several of my friends and family members to her and was pretty shocked when they told me about their past experiences with financial advisors and how poorly their accounts were managed.  The Lanai website is super easy to use and I log in frequently to check on accounts.  I've only made a couple of transactions myself, and when I made the request is was executed very quickly and communication was five star excellent.  There is something to be said about dealing directly with the owner!
Jan 11th, 2021

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 they are watching out for us all the time!!We are grateful for their awesome service!!!
Apr 27th, 2020

A straight shooter with awesome integrity. I'm generally nervous about money. I feel less nervous with Christine around.
Mar 20th, 2018