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Financial advice from an independent perspective.

Financial Planning, Retirement and Investment Advisors

Lanai Financial Solutions is an independently owned financial planning and investment consulting firm serving Capitola and Santa Cruz with more than 5 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your retirement and investment needs.

Whether you are just starting to save for your retirement, or are a seasoned investor, Lanai Financial Solutions has the financial management experience to direct you towards reaching your objectives.

We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees.

Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.

Contact Lanai Financial Solutions for an appointment or learn more about our Financial Advisors and Investment and Retirement Services.