Chahati Lancaster, MBA, CFP®

Chahati Lancaster serves as a Relationship Manager at the San Diego office of United Capital Financial Advisors. She primarily focuses on advising clients in the areas of investment management, retirement, insurance, college funding, and estate planning. Through financial planning and investing, Chahati strives to help clients maximize their resources and their impact today and for many years to come.

Chahati began her financial planning career in 2017 at a boutique financial planning and wealth management firm. Chahati Joined the United Capital team in March of 2020.

Chahati graduated from Hawai’i Pacific University with a Master of Business Administration. She obtained the CERTIFIED FINANCIAL PLANNER® designation in 2023.

Chahati’s interest in financial stewardship started at her high school alma mater, Kamehameha Schools. Her deep appreciation for the school propels her to give back to the community in her vocation. She also has a versatile background in the Hawaii hospitality industry and government contracting. She has a commitment of putting the client first and the willingness to go the extra mile to help the firm’s clients find clarity, confidence and control in their financial lives.

Chahati and her husband Mike live in San Diego, CA with their son. As a prior naval family, time together is spent near the water, going to the beach at La Jolla Shores and watching the PGA Tournament at Torrey Pines Golf Course. Additionally, Chahati enjoys supporting her son at his baseball games, watching the San Diego Padres, and hosting get togethers.