Redefining Your Financial Legacy
Your Journey to Financial Freedom Begins Here
Client-Centered Approach
We believe in meeting you where you are and understanding your unique goals. Every financial plan we create is built around what truly matters to you.
Experienced & Trustworthy
With nearly two decades of experience, we've guided hundreds with confidence. Our values are rooted in honesty, clarity, and long-term support.
Solutions with Stability
Your financial future deserves a steady hand and thoughtful planning. We design resilient strategies to help you move forward with peace of mind.
Building Legacies that Last
At Legacy Wealth Redefined, we don't just plan finances—we help you design a life. With a foundation rooted in education, trust, and personalized strategy, we walk with you through each stage of your financial journey. Whether it's building wealth, protecting assets, or preparing for retirement, we're here to support you with clarity and care.
Empowered Choices
Education-driven advice to help you take control of your financial future.
Classic Styles
Strategies crafted around what matters most to you.
Tailored Financial Solutions
We craft customized plans to align with your goals, values, and future vision.
Your path to financial freedom starts with a strategy designed just for you.
Empowering Financial Literacy
We believe that knowledge builds confidence.
Through simple conversations, we make finances easy to understand.
Smart Protection & Planning
Safeguard your income, family, and legacy with well-rounded strategies.
Plan today to protect what matters tomorrow.
Lifelong Partnership
More than just advisors—we’re your financial partners.
As life changes, we adapt your plan together.
Press Release
Helping Families Build Lasting Wealth with Channie Nak
Featured in Grit Daily, Channie shares her mission to guide families toward financial freedom and generational security.
Press Release
Channie Nak Empowers Americans to Take Control of Their Financial Future
In CEOFFICIALMAG, Channie discusses actionable strategies for building a strong and secure financial foundation.
Why Legacy Wealth Redefined?
At Legacy Wealth Redefined, we believe that financial planning is about more than just numbers—it's about people, families, and futures. With nearly 20 years of experience, Channie Nak leads with both expertise and heart, offering customized strategies that align with your goals and values. Whether you're building a legacy, protecting your loved ones, or planning for retirement, we're here to walk with you every step of the way.
READ MOREGet to Know Us
At Legacy Wealth Redefined, we’re not just about strategies—we’re about service, education, and empowerment. Led by Channie Nak, a dedicated educator and financial strategist with nearly two decades of experience, our mission is to make financial literacy simple, accessible, and meaningful. We’re proud to have supported hundreds of families in building legacies they can be proud of, and we’re just getting started.
Years of Experience
Ready to Take Control of Your Finances?
You don’t have to do it alone. Let’s sit down, talk it through, and build a plan that truly fits your life.
What our people and clients says
Helping clients achieve peace of mind , through every financial milestone.
Channie has been an outstanding resource when it comes to Finance and Retirement. She is very pleasant to talk to and makes sure to hear you out. She is very thorough and knows her stuff. I definitely recommend working with her and seeking her advice about personal finance.
Dennis Florendo
Channie and I have been working together for many years. She will always work with you to create the best solution for your situation
Valerie Rowe
I have worked with Channie for the past several years. In that time, she has assisted me with strategizing and building a sustainable retirement portfolio along with a proven ecosystem to be completely debt free within the next six years! I am very grateful to Channie and her team!
Perry N
...Channie Nak is one of kindest, charismatic and most knowledgeable financial advisors I have worked with. I started working with Channie a little over a year ago now and it has been one of the best things that has happened for myself and my family in regard to debt management and financial planning for the future. Channie introduced us to some innovation debt management programs that have allowed us to have a very clear path on how we can accelerate getting out of debt while building wealth for the future at the same time...
Ben
I am pleased to recommend Channie Nak for her exceptional work in the financial services and insurance sectors, particularly in the realm of non-traditional alternatives. I had the privilege of meeting Channie several years ago, when we worked in the same building. She always had a hunger for knowledge, and consistently demonstrated her deep understanding of innovative financial solutions...
Lonnie Allen
Channie is one of the most professional, dynamic and talented financial specialist I have met in a long time. Her genuine concern for her clients and what's the best for them and her knowledge and experience in tax-free retirement options, makes her a much sought after advisor. She has an engaging presence about her and is the kind of professional that can give any client the confidence they need to make important financial decisions. | highly recommend Channie and it has been my joy to work with her in the recent months.
Len Curtis
Channie is a great friend and client, She helped me with my finance and insurance by recommending products to grow my wealth, she is patient and understanding and answers all my questions! she explained the concept clearly too!!