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    Lanai Financial Solutions

    4.7 (16 reviews)

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    Review Highlights - Lanai Financial Solutions

    I finally made the leap close to a year ago, and Christine and her staff made the transition stress-free and smooth.

    Mentioned in 16 reviews

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    Teh Financial Coaching

    Teh Financial Coaching

    (101 reviews)

    I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

    Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

    Ohana Wealth Management

    Ohana Wealth Management

    (1 review)

    I met Bob Baldacci when I saw him speak at a local professional gathering, and was thoroughly…read moreimpressed by his knowledge around wealth management and many of the nuances in helping people grow their money. Since that time, as a local attorney, I have referred clients to him and his company (Ohana) and again been actually amazed at the work they do and the dedication they provide to the people they work with. You, and your money, will be safe with them.

    From the owner: A motivated and dedicated individual, Alison McClure has almost two decades of professional…read moreexperience in the financial industry. In 2019 she founded her own financial business, Ohana Wealth Management, in which she provides financial advice, tools and resources to enable her clients to manage their finances. A client focused and family orientated business, Alison adopts a customized method in which she takes the time to understand her clients wants, needs and concerns, to create a tailored financial plan. Alison helps her clients in all personal and professional areas, from preparing for retirement, helping create an income strategy, working toward growing their financial portfolio, or simply providing for their family. Establishing her career as a teller for Great Western Bank, she went onto become an investment assistant in 2000 and later, a financial advisor in 2004. Throughout her years in this role she has effectively provided high quality and detailed advice to clients, helping businesses through economic cycles and two major recessions. Alison established her own company in 2019. Over the course of her career, Alison has also gained her series 7, 65,and 63 registrations, her life insurance license and she is registered in California, Hawaii, Massachusetts, Wisconsin, and Illinois.

    Lanai Financial Solutions - financialadvising - Updated May 2026

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