Lanai Financial Solutions - Capitola, California

Ben Strock

As the owner of a boutique real estate company, I have had the chance to refer numerous clients to Christine (who is also become a friend). My clients have been very happy, claiming to have outperformed the markets.

Christine is very well educated, financially savvy, and someone I personally trust as a business advisor. She is on the Board of Directors at the Santa Cruz Montessori, and a has become community pilar in Capitola. If you like doing business with people who are sophisticated, well grounded, treat you like family, plus will make you money…look no further.

Julz Mazi

Christine is amazing! She has so much expertise, patience and finesse around financial planning. Although I am still in my preliminary work with her, she has inspired me to get organized, and truly transform my attitude around finances. I trust and appreciate Christine so much, and I look forward to our continued work together.

Katie Griffin

My husband and I love Christine. She is an incredible financial advisor, always available to answer all our questions. We have been very pleased with the return on our investments and completely trust her.

Sally Wolfe

Christine McBroom is an extremely knowledgeable investment adviser. I was so impressed by her thoroughness and method for recommending portfolio investments--very transparent and clear. She took a lot of time to help me understand my needs and explain the process. Definitely 5 star!

Kimber De Martin

Christine McBroom, owner of Lanai Financial Solutions, has truly been a go-to resource for my husband and I. Her financial advice has been a tremendous help for us. I trust her knowledge, suggestions and directions to help us plan for our future.

I would highly recommend her if you want solid, experienced, financial solutions.

David Signor

Best ever