Chao Lai San Diego

Chau Q Lai    

Financial advising in SAN DIEGO, United States
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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 …
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.

Services offered

Cash flow analysis and management
Estate planning and asset protection
Retirement income planning

Social profiles

Frequently asked questions

Q:
Do I have to pay taxes on life insurance proceeds?
A:
Most of the time, no. Life insurance proceeds you receive as a beneficiary due to the death of the insured person (called the death benefit) are not...
Data from: BusinessWebsite
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