As a member of the Chau Q Lai Financial Advisory team, Marcella Ortiz supports nearly 300 professionals and their families with implementation. She acts as the facilitating liaison between clients, the financial advisory team, and...
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...
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...
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...