Chau Lai, CFP®, ChFC®, CLU®, RICP®, WMCP®

Wealth Management Advisor at Pacific Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego County, California, United States, US

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Bio

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Credentials

  • Wealth Management Certified Professional®
    The American College of Financial Services
    Dec, 2020
    - Nov, 2024
  • Retirement Income Certified Professional®
    The American College of Financial Services
    Aug, 2020
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER®
    The American College of Financial Services
    Jun, 1997
    - Nov, 2024
  • Chartered Financial Consultant®
    The American College of Financial Services
    Jun, 1997
    - Nov, 2024
  • Chartered Life Underwriter®
    The American College of Financial Services
    Jun, 1997
    - Nov, 2024

Experience

  • Pacific Advisors
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Wealth Management Advisor
      • Jun 1997 - Present

      Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0C08038.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less

    • Wealth Management Advisor
      • Jun 1997 - Present

      My approach to financial matters equips my clients with the knowledge and tools needed to reach, maintain, and enhance their financial wellness. Personal and professional financial goal alignment is every bit as critical as choosing the right investment vehicles.My comprehensive financial analysis and planning include:• Legacy and Charitable Planning• Estate planning and Asset protection• Business succession planning• Tax minimization strategies• Investment analysis of cost, risk, & tax exposure• Insurance analysis, design, and coordination• Cash flow analysis and management Show less

  • Chau Q. Lai
    • United States
    • Financial Services
    • Charitable Planning Specialist
      • Oct 2017 - Present

      I work with individuals and families to maximize the efficiency of their charitable giving. I will show you how the government has made provisions for you to take money that is already earmarked for tax and redirect it to the charities you love. You will learn that by thoughtfully planning your gifts in advance, you can create a better outcome for yourself, your loved ones, and your charity(ies). I am the Charitable Planning Specialist for these nonprofits: 1. Reality Changers October 2017 - Present 2. San Diego Rescue Mission June 2018 - Present 3. Noah Homes - December 2018 - Present 4. Rock Church January 2019 - Present Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Show less

Education

  • University of California San Diego
    BA, Economics
    1993 - 1997
  • The Aji Network
    Business Professionals Course & Leadership Entreprenership Innovation Program
    2005 - 2009

Community

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