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P: (858) 550-9312
F: (877) 591-7856

9605 Scranton Road #625San DiegoCA 92121

Chau Lai, CFP, ChFC, CLU

Chau Lai, CFP, ChFC, CLU

Financial Advisor

As one of the leading wealth management advisors since 1997, Chau Lai's personal experiences have sharpened her professional skills and enhanced her understanding of the financial needs and emotional challenges confronting people at various stages of their lives. Her personal journey has included:

  • Fleeing Vietnam with her parents and brother at the age of 2
  • Surviving two years in a refugee camp in Malaysia
  • Being a first-generation college graduate
  • Establishing and expanding her own business
  • Managing her staff and broadening her clientele
  • Growing a personal estate from a modest beginning to a diverse portfolio of sound assets
  • Securing her assets from unexpected, unforeseen, and unpredictable life events
  • Providing financially for ailing parents
  • Planning for financial autonomy in retirement
  • Contributing her time, energy, and money to support charitable causes

Her personal and professional approach to financial matters equips her clients with the knowledge, resources and tools needed to reach, maintain and enhance their financial wellness.

Chau has built lasting relationships with satisfied clients and created strategic alliances with other financial professionals across the nation. She takes pride in having achieved long-term financial security for her clients and herself.

She welcomes an opportunity to do the same for you.

Education: Economics, BA, University of California, San Diego (1997)

Designations: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Chartered Life Underwriter®,

1997— Chau Q Lai, Financial Advisor

 

Registered Representative & Investment Advisor of Park Avenue Securities.