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Professional Services Personalized for Women and Women-Owned Businesses

Certified Financial Planner™ Rashida Lilani provides expertise in financial planning services to professional women and women-owned businesses.

Each plan is customized to fit each client's individual financial planning needs. Lilani Wealth Management offers a focused investment strategy tailored to professional women and women-owned businesses. The plan is then monitored on an ongoing basis, including quarterly reviews and meetings.

We offer a wide array of Wealth Management Services for professional women, including:

  • Comprehensive Financial Plans

  • Retirement Planning and Distribution

  • College Planning

  • Insurance and Risk Management

  • Fee-Based Asset Management

Our Wealth Management Services utilize:

  • Brokerage Accounts

  • Mutual Funds, Bonds, EFTs

  • Annuities

  • Insurance: Long Term Care, Disability and Life
Lilani Wealth Management is a Registered Investment Advisor. Registered Principal with and securities offered through Foothill Securities Inc.
Member FINRA/SIPC. © Copyright 2007. All Rights Reserved.

Certified Financial PlannerThe CFP® Board is a professional regulatory organization acting in the public interest. The CFP® Board helps the public to identify financial planners who are committed to competent and ethical behavior when providing financial planning services. Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.