9920 Pacific Heights Boulevard
Chau Lai CFP™, ChFC®, CLU®, RICP®, WMCP®
A leading wealth management advisor since 1997 and thought leader in the financial industry.
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Chartered Life Underwriter®
Retirement Income Certified Professional®
Wealth Management Certified Professional®
The Chartered Advisor in Philanthropy®
Chau Lai helps her clients to redefine their meaning of success and significance.
Her personal and customized approach to financial matters equips her clients with the knowledge and resources required to strengthen their financial foundation and continue to build their legacy with clarity and confidence.
She brings a commitment to faith, family, and community in every aspect of her work. Her passion for philanthropy and transformation enables her to work with clients looking to enhance their lives personally and professionally.
She welcomes the opportunity to support you.
Financial Advisory Clients
Wealth is the ability to fully experience life.HENRY DAVID THOREAU
Chau Lai’s team delivers a world-class client experience.
Her team consists of dedicated professionals who collaborate to provide comprehensive financial management and care for their clients. As a well-integrated team, they are in tune with clients' needs and act as a unified, proactive support system.
Associate Advisors:Alisa Le, CFP®Brett Keener, CFP®
Support Team:Marcella Ortiz, Support SpecialistLucia Simpson, Strategic Assistant
Chau first found her passion for finance as an Economics Major at the University of California, San Diego. At the advice of her professors to “invest early,” 17-year old Chau pooled her savings to put half under the management of an investment advisor and invested the rest herself. This two-pronged approach enabled her to learn firsthand by working with professional advisors and managing her own investments. The result of her financial prudence and discipline enabled her to purchase her first investment property at age 21 and her first home at age 22.
Real-world experiences and early childhood struggles taught Chau important lessons regarding building and preserving wealth. They inspired her to craft her own unique investing methodology and personally redefine the meaning of success.
Chau established her business in June 1997. Since then, she has enjoyed working with accomplished business owners and executives to create a legacy and protect wealth for future generations. Her progressive mindset and strong work ethic provide focus and direction for her clients to accomplish their financial goals with an emphasis on life wellness and balance. Chau helps her clients to find their true purpose for money and to redefine the meaning of success.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number - 0C08038.
It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.