Lilani Wealth Management

Founder, Financial Planner

(888) 521-6752
info@lilaniwealthmanagement.com

Lilani Wealth Management is a full service financial services firm, with locations in Roseville and San Mateo, California.  We serve professional, high net worth women, and their loved ones. 

We recognize that our clients have active and multifaceted lives. With many demands on their time, our clients realize the significance of working with professionals who can help and guide them to navigate through the numerous and often complex financial decisions they face. Their concern for their own and their family's financial security and peace of mind is what aligns us as the ideal partners for their investment and retirement goals.  

We have over 19 years of experience delivering world-class service, and we do it with compassion and open communication. Here are some of the services we offer:

Retirement and Financial Plans
Investments
Small Businesses Tax-Savings Plans
Insurance