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Lanai Financial Solutions

Financial Advice from an Independent Perspective

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About Lanai Financial Solutions

 

At Lanai Financial Solutions we give you the personal attention you need to help you make the right decisions for your situation - and feel confident you have. That's because we have access to comprehensive support and a full range of resources from a global - and yet highly personal financial services firm.

Lanai Financial Solutions takes pride in being approachable and meeting the needs of our clients. We can't control what is going on in the markets so let's control what we can, our personalized service.

"Relationships are the foundation of our business and trust is the foundation of relationships"

Christine McBroom, AAMS®  Wealth Advisor
President

Our team

Professional, insightful and courteous to better serve your financial needs

Christine McBroom
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Christine McBroom, AAMS®
Wealth Advisor, RJFS

President, Lanai Financial Solutions

Gina Moulder
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Gina Moulder

Client Services Manager

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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.


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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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