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Francine Lai, CFP® CDFA®

Partner

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BIO

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

Designation Disclaimers

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Candidates for the CERTIFIED FINANCIAL PLANNER™ certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER™ certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.

https://www.finra.org/investors/professional-designations/cfp

The Institute for Divorce Financial Analysts (IDFA®) provides specialized training to accounting, financial, and legal professionals in the field of pre-divorce financial planning. IDFA® offers certification and course work in US and Canada as Certified Divorce Financial Analyst® (CDFA®) professionals.

The Institute provides comprehensive training using a variety of knowledge and skill-building techniques. CDFA candidates learn how to help their clients with financial issues that will affect the rest of their lives, including: Personal vs. marital property; Valuing and dividing property; Retirement assets and pensions; Spousal and child support; Splitting the house; Tax problems and solutions; Expert witness testimony; Tax law and financial issues affecting divorce.

To acquire the designation, a candidate must successfully pass the exam and be in good standing with their Broker/Dealer(if applicable) and the FINRA/SEC or any other licensing or regulatory agency. Additionally, qualification and training requirements include a Bachelor's degree with three years of on-the job experience or, if no bachelor's degree, five years of relevant experience; completion of a proctored final examination; continuing education of 30 divorce-related hours every two years.

https://www.finra.org/investors/professional-designations/cdfa

MEDIA

November 9, 2023

Francine Lai - Three Tax-Saving Tips To Help You Prepare For 2024 | Gerber Kawasaki

As 2023 comes to a close, it’s important to make sure you are on track to accomplish your financial goals. Check in with GK Partner Francine Lai, CFP®, CDFA® to ensure your transition into 2024 brings on a year of good fortune.

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