Lanai Financial Solutions

Lanai Financial Solutions is an independently owned financial services firm serving Capitola and Santa Cruz, offering personalized, unbiased guidance for retirement planning, investment management, and financial services for business owners and their employees. With over seven years of dedicated service, their independence means their clients always come first.

I met Christine through our local LeTip networking group long before Lanai Financial Solutions even existed. I watched her build her business from the ground up and was proud to be there from the very beginning — helping her establish a brand that reflected her professionalism, warmth, and commitment to her clients. From logo to business cards, signage to stationery, we built a cohesive identity that has grown right alongside her business.

Christine is also my personal financial advisor — and I refer her constantly to clients and friends. That's the kind of relationship that goes beyond a project.

If you're launching a financial services business and need a brand built from the ground up, let's talk.