Lilani Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Lilani Wealth Management is a financial services firm offering comprehensive planning and investment advisory services from locations in Belmont and Roseville, California. The firm targets professional women and their families, aiming to support clients who balance active professional and personal lives with complex financial considerations, including retirement, education funding, and estate planning. Its service offering encompasses retirement and financial planning, investment management, portfolio analysis, tax and estate planning, and planning for college, stock options, long-term care, disability, and life insurance, along with educational seminars. Based in Roseville, the firm emphasizes ongoing communication and action to implement sound strategies while recognizing the unique financial challenges that women may face, such as longer life expectancy and caregiving responsibilities. The company positions itself as a full-service advisory option within the broader financial services sector, focusing on guiding clients through various stages of wealth creation and preservation.

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