What are the opening hours?

Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

Lanai Wealth Partners

Home
United States
Capitola, CA
Lanai Wealth Partners

Directions Website

www.lanaiwealthpartners.com Christine McBroom, Financial Advisor began her career in the financial services industry in 2008 with Edward Jones.

Lanai Wealth Partners is a wealth planning office helping families simplify financial complexities, protect what matters and move forward with confidence – always guided by your life, your values and your legacy. During her five year career there, she received several professional achievement awards. She is most proud of earning the highest Regional Customer Satisfaction Award for 2 years in a row. Award was based on positive customer satisfaction surveys, received in 2014 and 2015. In March 2013, Christine began Lanai Wealth Partners which provided her greater flexibility and increased investment solutions to provide more personalized financial solutions to fit her clients’ needs. Christine is Series 7, 9, 10 and 66 licensed, and holds the Accredited Asset Management Specialist designation. Christine received her Master’s Degree from George Mason University in Washington DC and her Bachelor of Science from Long Island University in NY. Christine currently serves on the board of Santa Cruz Montessori as well as on their finance committee. She also served on the City Council for Capitola, CA where she was the Treasurer, and the President of the Board for the Capitola-Soquel Chamber of Commerce. She was also the Chair of the Finance Advisory Committee and the Treasurer of the Capitola Public Safety Foundation. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC — Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lanai Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

raymondjames.com

11/02/2026

November is here! 🍁 What are you most looking forward to this month in Santa Cruz County? Fall adventures, Thanksgiving, holiday shopping, or cozy weekends?

10/31/2026

Halloween spirit is alive and well at our branch! A special shoutout to our boss Christine for bringing the festive fun with some incredible Halloween decorations. From spooky displays to seasonal charm, it's safe to say this family is Halloween-ready. Wishing everyone a fun and festive season!

10/30/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

10/28/2026

Passwords are important, but adding a second layer of protection can significantly improve account security.
Multi-factor authentication (MFA) helps verify your identity before granting access, making it harder for cybercriminals to break in.

10/26/2026

Whether it's financial records, passwords, or personal documents, keeping sensitive information secure is essential.

Store important information carefully, be selective about what you share online, and regularly review your account activity.

10/23/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

10/21/2026

Those software update reminders can be easy to ignore, but they often contain important security fixes.
Regular updates help protect devices from newly discovered threats and vulnerabilities.

10/19/2026

Your home network is the gateway to many of your connected devices.

Consider:
✔ Changing default router passwords
✔ Using WPA2 or WPA3 encryption
✔ Installing updates when available

Address

820 Bay Avenue, Ste 101
Capitola, CA
95010

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Website

http://www.lanaiwealthpartners.com/

Alerts

Be the first to know and let us send you an email when Lanai Wealth Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.