Chahati Lancaster, MBA, CFP®

Chahati Lancaster, CFP®, is a Wealth Manager at United Capital Financial Advisors based in the firm’s San Diego office. She specializes in guiding clients through key areas of financial planning, including investment management, retirement strategies, insurance solutions, college funding and estate planning. Her mission is to help individuals and families make the most of their resources, creating meaningful impact today and building lasting financial confidence for the future.

Chahati launched her career in financial planning in 2017 at a boutique wealth management firm, where she developed a strong foundation in personalized client service. She joined United Capital in March 2020, bringing with her a deep commitment to client-first values and a passion for helping people gain clarity and control in their financial lives. Chahati holds a Bachelor of Arts degree from Occidental College and an Master of Business Administration degree from Hawai‘i Pacific University. She is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

Chahati’s passion for financial stewardship was sparked during her time at Kamehameha Schools, her high school alma mater. Her deep appreciation for the school continues to inspire her commitment to giving back through her professional work. She is deeply committed to putting clients first and consistently goes the extra mile to help them achieve clarity, confidence and control in their financial lives.

Outside of work, Chahati enjoys life in San Diego with her husband, Mike, and their son, whether it’s beach days, scenic hikes or cheering on the Padres. They also love hosting gatherings and bringing people together.