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April 2022 by David Signor
Best ever
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October 2021 by Ben Strock
As the owner of a boutique real estate company, I have had the chance to refer numerous clients to Christine (who is also become a friend). My clients have been very happy, claiming to have outperformed the markets.Christine is very well educated, financially savvy, and someone I personally trust as a business advisor. She is on the Board of Directors at the Santa Cruz Montessori, and a has become community pilar in Capitola. If you like doing business with people who are sophisticated, well grounded, treat you like family, plus will make you money…look no further.
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January 2021 by B H.
Christine is very professional and knowledgeable and has given me personal attention that most other financial planners/advisors have not. After working with her for a few months, my wife and I transferred all of our accounts to her and are very happy with the returns. I have referred several of my friends and family members to her and was pretty shocked when they told me about their past experiences with financial advisors and how poorly their accounts were managed. The Lanai website is super easy to use and I log in frequently to check on accounts. I've only made a couple of transactions myself, and when I made the request is was executed very quickly and communication was five star excellent. There is something to be said about dealing directly with the owner!
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April 2020 by Jackie C.
Christine and her team take their time getting to know each of their clients and their specific financial needs and then basing their investment strategy on that. It is refreshing to know that they are watching out for us all the time!! We are grateful for their awesome service!!!
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September 2015 by Kimber De Martin
Christine McBroom, owner of Lanai Financial Solutions, has truly been a go-to resource for my husband and I. Her financial advice has been a tremendous help for us. I trust her knowledge, suggestions and directions to help us plan for our future.
I would highly recommend her if you want solid, experienced, financial solutions.
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September 2015 by Julz Mazi
Christine is amazing! She has so much expertise, patience and finesse around financial planning. Although I am still in my preliminary work with her, she has inspired me to get organized, and truly transform my attitude around finances. I trust and appreciate Christine so much, and I look forward to our continued work together.
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September 2014 by Sally Wolfe
Christine McBroom is an extremely knowledgeable investment adviser. I was so impressed by her thoroughness and method for recommending portfolio investments--very transparent and clear. She took a lot of time to help me understand my needs and explain the process. Definitely 5 star!
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September 2014 by Katie Griffin
My husband and I love Christine. She is an incredible financial advisor, always available to answer all our questions. We have been very pleased with the return on our investments and completely trust her.
