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Lanai Wealth PartnersFinancial advisor in Capitola, CA

Lanai Wealth Partners is a financial advisor at 820 Bay Ave Ste 101, Capitola, CA 95010, ranked #8 of 97 financial advisors in Capitola and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Capitola, CAUpdated 0 paid placements in any rankingHow we rank

Call (831) 476-7300Website ↗

Key facts

Key facts about Lanai Wealth Partners
Address820 Bay Ave Ste 101, Capitola, CA 95010Get directions
Phone(831) 476-7300
Websitelanaiwealthpartners.com
HoursMonday to Friday: 8 AM – 4 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Capitola and 11 towns within 25 miles: Live Oak, Santa Cruz, Scotts Valley, Watsonville, Los Gatos, Morgan Hill, Saratoga, Campbell, Prunedale, Gilroy and Communications Hill.

Based in Capitola, CAView on map

Opening hours

Opening hours for Lanai Wealth Partners
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Lanai Wealth Partners

How is Lanai Wealth Partners ranked in Capitola?

Lanai Wealth Partners is ranked #8 of 97 financial advisors in Capitola by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Lanai Wealth Partners’ hours?

Lanai Wealth Partners is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Lanai Wealth Partners serve?

Serves Capitola and 11 towns within 25 miles: Live Oak, Santa Cruz, Scotts Valley, Watsonville, Los Gatos, Morgan Hill, Saratoga, Campbell, Prunedale, Gilroy and Communications Hill. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Lanai Wealth Partners?

Lanai Wealth Partners has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Lanai Wealth Partners?

Call Lanai Wealth Partners on (831) 476-7300. The business is at 820 Bay Ave Ste 101, Capitola, CA 95010. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Lanai Wealth Partners compared with nearby businesses
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Lanai Wealth Partners (this business)—635.0 (6)NoNo
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