Lanai Financial Solutions

Informations générales

Securities offered through Raymond James Financial Services, Inc.,Member FINRA/SIPC — Lanai Financial Solutions is independent of Raymond James.

Christine McBroom, Financial Adviser 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. Award was based on positive customer satisfaction surveys, received in 2014 and 2015.

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: Alabama, Arizona, California, Hawaii, Michigan, Nevada, New York, Oregon, Texas, Virginia, and Washington.

Christine received her Master’s Degree from George Mason University in Washington DC and her Bachelor of Science from Long Island University in NY.

Christine's Specialties:
* Financial Advisor & Planner
* Asset Management
* Investment Advisor
* 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.

Christine also received the “Woman of the Year” Award from the Capitola-Soquel Chamber in 2014 for her contributions to the City and the Chamber.

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