Rashida  Lilani,  CFP<sup>&reg;</sup> - Financial Advisor

Rashida Lilani, CFP®

CPWA®

President

Lilani Wealth Management

1624 Santa Clara Dr, Suite 235
Roseville, CA 95661

Lilani Wealth Management

951 Mariners Island Blvd, Suite 300
San Mateo, 94404
FINANCIAL ADVISOR'S WEBSITE
(650) 402-9221
(916) 782-7752
CONNECT WITH Rashida
  • facebook link
  • linkedin link

General

Rashida Lilani is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lilani Wealth Management in Roseville, CA and the surrounding communities.

Financial Advisor Overview

Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We “listen” to our clients’ concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, all the while staying current with the changes in estate and tax laws that may affect our clients’ short and long term goals.

More

Financial Advisor Experience

Early in her career, Rashida realized that if she truly wanted to make a difference in her clients’ lives, she had to be a specialist and work with a smaller segment of individuals. With her personal experiences as a single mom, she recognized that women had all the odds stacked up against them and therefore needed that extra helping hand in a secure, supportive and nurturing environment. With that vision in mind, Rashida started Lilani Wealth Management in 2007. Focusing on professional women and their loved ones, her goal is to provide objective, unbiased investment advice and be a partner in her clients’ financial success.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPWA

Insurance Licenses

  • Life insurance: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Lilani Wealth Management and Securities America Companies are not affiliated. Rashida Lilani is licensed to discuss and/or sell securities in the following states: AZ, CA, KY, TN, TX. Representative is licensed to offer insurance in the following states: CA. CA Insurance License # 0B53378

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Minority Financing, Insurance, Retirement, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources