Christine McBroom, AAMS® Financial Advisor
Christine began her career in the financial services industry in 2008 with Edward Jones. During her five year career there, she received several professional achievement awards. She is most proud of earning the highest Regional Customer Satisfaction Award for 2 years in a row.
In March 2013, Christine began Lanai Financial Solutions which provided her greater flexibility and increased investment solutions to provide more personalized financial solutions to fit her clients’ needs.
Christine is Series 7 and 66 licensed, and holds the Accredited Asset Management Specialist designation. Christine is licensed in the following states: Arizona, California, Hawaii, Illinois, Nevada, New York, Oregon, Texas, Virginia.
Christine received her Master’s Degree from George Mason University in Washington DC and her Bachelor of Science from Long Island University in NY.
- Financial Advisor & Planner
- Asset Management
- Retirement Planning
- College Financial Planning
- Mutual Fund, Stocks, Bonds, 401(k) Planning
- Insurance and Annuities Advisor
Christine serves on the City Council for Capitola, CA where she is the current Treasurer, and the President of the Board for the Capitola-Soquel Chamber of Commerce. She is also the Chair of the Finance Advisory Committee and the Treasurer of the Capitola Public Safety Foundation. In 2014 Christine earned the honor of being named " Women of the Year" by the Capitola- Soquel Chamber.
Christine and her husband Rory McBroom reside near Riverview, in the heart of Capitola. They have a lively French Bulldog named “Sadie” they affectionately refer to as their ‘fur-baby’. In her spare time she enjoys surfing with her husband, traveling, cooking for friends, skiing, and camping.
CA insurance License OG47335