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Lanai Financial Solutions

Financial Advice from an Independent Perspective

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Financial Advice
from an Independent Perspective

Lanai Financial Solutions

To Schedule an Appointment

Call (831) 476-7300
or Contact Us Online

Financial Planning, Retirement and Investment Services

Lanai Financial Solutions is an independently owned financial practice serving Capitola and Santa Cruz County with more than 10 years of dedicated personalized service to our clients.

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Office Lanai Financial Solutions - Capitola, CA

Just as you develop a long-term relationship with your doctor or attorney, it's important to establish a relationship with a financial advisor that grows over time. When your advisor at Lanai Financial Solutions understands your personal and financial situation - knows where you've been and where you want to go - it creates a relationship that offers a greater return over your lifetime. It will be there for you when things are going well and more important when you run into financial challenges.

“ Thoughtful and deliberate approach to helping clients manage matters that impact their lives. ”

   city-of-capitola capitola-soquel capitola-foundation-logo             Santa Cruz Montessori

The City of Capitola, Capitola Soquel Chamber of Commerce, the Capitola Foundation and Santa Cruz Montessori are independent of Raymond James.

To Schedule an Appointment

Call (831) 476-7300 or

Contact Us Online

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.


Raymond James corporate Privacy Notice

www.finra.org and www.sipc.org


Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lanai Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.


1066 41st Ave Suite A101, Capitola, CA 95010 · tel: (831) 476-7300

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