Home
About Us
Who We Work With
Solutions Suite
Find an Advisor
Contact
Client Login
For Advisors

Katy Chai | Direct Path

Katy Chai | Direct Path

Financial Advisor

949-471-5860

kchai@directpathfinancial.com

Website: https://www.directpathfinancial.com/

Contact

Office: (619) 281-9890

3131 Camino Del Rio N

Suite 800

San Diego, CA 92108

lani.morales@sovranadvisors.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC, an SEC-registered investment adviser. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC,. Fixed insurance products offered through Sovran Insurance Services. Sovran and Cetera are unaffiliated and under separate ownership from any other named entity. Registered Branch Phone: (619) 281-9890

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

CFP^TM and Certified Financial Planner^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.

Sovran Advisors, LLC Copyright: Copyright 2024 Sovran Advisors, LLC. All rights reserved. Sovran Advisors, LLC holds copyright over all original content, language, educational materials, marketing materials, and informational content provided on this site. This encompasses all textual, graphical, and multimedia content created or directly commissioned by Sovran Advisors, LLC.

Regulatory Disclosures and Resources:

Sovran Advisors, LLC: Learn more about Sovran Advisors firm’s background on the SEC’s Advisor Report | Form ADV2A | Privacy Policy | Form CRS

Cetera Wealth Services, LLC: Important Disclosures and Form CRS | Business Continuity |