Katy Chai

Financial Planner | Wealth Management Advisor

With over 20 years of experience in financial services, Katy has focused her practice on serving her clients as their chief financial strategist, accountability partner, coach, and cheerleader for their financial success.

Many of Katy's clients are women who are the main breadwinner and significant decision-makers for their loved ones. Katy is passionate about empowering women – giving them the leverage to focus on all the other things demanding their care and attention by providing the peace of mind that comes with knowing their financial house is in order and secure. For her clients with children, Katy specializes in helping navigate financial planning and financial aid for college. From providing education on the nuances of need-based and merit aid to navigating the tools and resources to build a college list, Katy has found that an informed approach to applying and paying for college yields significant dividends for both their child's college outcomes and the family's overall financial success.

In her spare time, Katy enjoys exploring the variety that southern California has to offer with her husband, Joe, and their three daughters.

Katy received her B.A. in Business Economics with minors in Accounting and English Literature from the University of California, Los Angeles. Katy later went on to complete her M.B.A. from the University of Michigan's Ross School of Business.

Katy is licensed to sell insurance in CA and HI. 

CA Insurance License #0M37508

Phone (949) 471-5860
Fax (949) 471-5828