Lanai Wealth Partners is a wealth planning office helping families simplify financial complexities, protect what matters and move forward with confidence – always guided by your life, your values and your legacy. 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 Wealth Partners which provided her greater flexibility and increased investment solutions to provide more personalized financial solutions to fit her clients’ needs. Christine is Series 7, 9, 10 and 66 licensed, and holds the Accredited Asset Management Specialist designation. 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 currently serves on the board of Santa Cruz Montessori as well as on their finance committee. She also served on the City Council for Capitola, CA where she was the Treasurer, and the President of the Board for the Capitola-Soquel Chamber of Commerce. She was also the Chair of the Finance Advisory Committee and the Treasurer of the Capitola Public Safety Foundation. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC — Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lanai Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
