Chau Q Lai

Financial Consulting SAN DIEGO
Financial Services firm located in San Diego, CA

No reviews
Address
9605 SCRANTON ROAD Map
 
#625
Place
Route SAN DIEGO, CA   92121  
Landline
(858) 550-9312
Fax
(877) 591-7856
E-Mail
chaulai@chauqlai.com
E-Mail
angela@incitrio.com
E-Mail
alisa_le@pacificadvisors.com
E-Mail
bkeener@pacificadvisors.com
E-Mail
marcella_ortiz@chauqlai.com
Facebook
pages/Chau-Q-Lai/341190646537400
Website
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Description

Chau established her business in June of 1997. Chau became involved in finance as an economics major at the University of California, San Diego. At age 17, on the advice of professors to “invest early, ” she pooled her savings, put half under the management of an investment advisor, and invested the rest herself. Her disciplined saving and prudent investment strategy enabled her to purchase her first investment property at age 21 and her first home at 22. From these early, hands-on experiences, Chau learned important real-life lessons in building and preserving wealth. Chau particularly enjoys helping married couples to align their financial goals and priorities while clarifying and defining a shared Life Vision. Money and finance are difficult to discuss as a couple and can often become one of the most divisive issues of a marriage. By facilitating an environment for couples to enjoy learning about money and wealth together, Chau enables them to apply their learning to help them to produce meaningful outcomes which support their personal and professional goals.

Chau Q Lai can be found at 9605 SCRANTON ROAD . The following is offered: Financial Consulting - In SAN DIEGO there are 56 other Financial Consulting. An overview can be found here.

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Opening hours

Products And Services

  • Investment analysis of cost, risk & tax exposure

  • Insurance analysis, design, and coordination

  • Cash flow analysis and management

  • Tax mitigation strategies

  • Retirement income planning

  • Estate planning and Asset protection

  • Business succession planning

  • Executive compensation & benefits planning

  • Deepen their financial literacy and fluency

  • Evaluate and clarify their lifestyle priorities and goals objectively and comprehensively

  • Understand interconnected relationship of personal, family, and business finances

  • Make informed decisions to protect, grow, and conserve wealth for their lifetime and for future gene

  • Avoid the erosion of wealth through prudent tax efficiency and distribution strategies

  • Weigh options to maximize bequests to future generations and charitable causes

Categories

Financial Consulting
(858)550-9312 (858)-550-9312 +18585509312

Map 9605 SCRANTON ROAD

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