^{Who we are}Financial guidance
for generational impact

^{a name with purpose}Why Akora?

The name Akora is inspired by the Hebrew word ma-kor, meaning "origin" or "source".

For us, this name signifies that all true wealth and wisdom come from God, our ultimate Creator.

We believe in helping guide our clients to not only build and protect their future but also to be a source of blessing to others.

^{our purpose}We help build and protect financial foundations that pave the path for a life of joy and impact.

Cashflow
Accelerator

The Cashflow Accelerator is Akora Prosperity's tested process for helping strategically building, growing, and protecting your wealth. It goes beyond conventional investments to help you generate passive cash flow and achieve financial and time freedom, so you can work to safeguard your legacy for the planned and unplanned chapters ahead.

Transfer

This step can help ensure the seamless and purposeful transition of your accumulated wealth and non-monetary assets across generations, according to your legacy goals.

Maximize

This step works to help optimize wealth building with the option to continuously reinvesting passive income into cash-flow-producing assets, thereby reducing reliance on personal labor.

Grow

This stage is dedicated to intelligently deploying the generated cash flow to actively fund and expand your diverse asset portfolio.

Build

In this phase, the emphasis is on strategically increasing the intrinsic value of your personal and business balance sheet by developing diversified sources of cash flow-producing assets.

Protect

This initial step focuses on fortifying your financial well-being against life's uncertainties and working to ensure the security of your loved ones.

^{our team}Meet your advisory team

Chau Lai, CFP^®, ChFC^®, CLU^®, RICP^®, WMCP®, CAP®

Certified Financial Planner®

(858) 550-9312

chau@akoraprosperity.com

Brett Keener, CFP^®

Financial Advisor

(858) 242-5803

brett@akoraprosperity.com

Marcella Ortiz

Director of Client Success

(858) 550-9329

marcella@akoraprosperity.com

Samantha Schnider

Client Services Director

(858) 550-9326

samantha@akoraprosperity.com

"It's good to have money and the things that money can buy, but it's good, to, to check up once in a while and make sure that you haven't lost the things that money can't buy."^{George Lorimer, Journalist & author}

^{Making headlines}In the news

These articles offer a glimpse into our commitment to serving our clients and the profound impact of our work. They serve as a powerful reminder that our actions, words, and core values truly matter in the lives of those we serve, and they inspire us to continue striving for excellence in every aspect of our practice.

Chau Lai's Passion for Life | One Single Moment

Finseca

Kristine Lyn's Passion for Life | The best gift

Finseca

Chau Lai: I am Living Proof of the American Dream

An interview with Vicky Colas

Ask a Financial Professional: My Business is Overextended

Northeast Financial Network

Becoming
More Human

This podcast is for those ready to redefine success and discover their true purpose for money. Tune in to hear candid conversations on healing your money mindset, building lasting wealth, and navigating the future of finance.

Impact driven
generosity

Combining our passion for community with extensive experience serving high-net-worth individuals, Akora is well-versed in charitable planning. We design mutually beneficial giving plans for both the donor and the non-profits our clients and we proudly support.

Akora Prosperity is the Charitable Planning Specialist for the following non-profit organizations.