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About Chau Lai

Chau first found her passion for finance as an Economics Major at the University of California, San Diego. At the advice of her professors to “invest early,” 17-year old Chau pooled her savings to put half under the management of an investment advisor and invested the rest herself. This two-pronged approach enabled her to learn firsthand by working with professional advisors and managing her own investments. The result of her financial prudence and discipline enabled her to purchase her first investment property at age 21 and her first home at age 22.

Real-world experiences and early childhood struggles taught Chau important lessons regarding building and preserving wealth. They inspired her to craft her own unique investing methodology and personally redefine their meaning of success.

Chau established her business in June 1997. Since then, she has enjoyed working with accomplished business owners and their families to create legacy and protect wealth for future generations. Her progressive mindset and strong work ethic provide focus and direction for her clients to accomplish their financial goals with an emphasis on life wellness and balance. Chau helps her clients to find their true purpose for money and to redefine the meaning of success.

It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.
- GEORGE LORIMER • JOURNALIST, AUTHOR