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Francine Lai, CFP® CDFA®

Investment Advisor Representative

Phone: 310.399.6397
LinkedIn: francine-lai-cdfa
Contact Francine Lai, CFP® CDFA®

Francine's primary goal as a CERTIFIED FINANCIAL PLANNER™ is to help individuals and families achieve their financial aspirations. Helping her clients look at the bigger picture, she puts together customized plans for each client based on what his or her financial goals are. Francine enjoys working with all types of people but focuses her practice on women and families. It is her mission to educate and empower women in all stages of their lives; single women, women with families, career-oriented women and home makers so they can make educated choices to help in reaching their goals.

As a nurturing and compassionate individual who loves being around children, Francine is naturally compelled to making sure each family becomes financially independent. Francine's objective is to create lifelong relationships with her clients and to assist them every step of the way as they achieve financial independence.

She currently lives in the Playa Vista area with her husband, two daughters and 80 lb golden retriever.

**Francine currently holds her Series 6, Series 7, Series 63, and Series 66 registrations as well as licenses for California Accident and Health, and Life Insurance.

CA Insurance Lic: #0G50172