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About Chau Lai & Team

Chau Q Lai's Integrated Financial Advisory Team

Chau Q Lai, CFP®, ChFC, CLU

Financial Advisor

(858) 550-9312

chaulai@chauqlai.com

A 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...

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Brett Keener, CFP®

Financial Advisor

(858) 242-5803

bkeener@pacificadvisors.com

As a member of the Chau Q Lai Financial Advisory team, Brett focuses on how clients want to live their lives. Then, together, they strategize a path to reach and transcend expectations. To this end, Brett Keener works with clients to...

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Alisa Le, CFP

Financial Advisor

(858) 550-9343

alisa_le@pacificadvisors.com

As a member of the Chau Q Lai Financial Advisory team, Alisa Le has helped nearly 300 professionals: create individual Life Visions, take an active role in developing strategies to attain those visions, learn fundamental financial...

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Marcella Ortiz

Support Specialist

(858) 550-9329

marcella_ortiz@chauqlai.com

As a member of the Chau Q Lai Financial Advisory Team since 2008, Marcella Ortiz supports clients with implementation of recommended strategies. She is the facilitating liaison between clients, the financial advisory team, and...
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