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.
Founder, Financial Planner
Early in her career, Rashida realized that in order to provide financial guidance to her clients in all stages of their lives, she needed to elevate herself from being a generalist to a specialist. With advanced designations of Certified Financial Planner™ and Certified Private Wealth Advisor™, and over 20 years of industry experience, she has the wisdom and expertise to assist her clients with a myriad of financial decisions as they go through all the significant moments in their lives.
Clients need financial guidance, but they also need a supportive and pro-active partnership with their advisor. And with that vision in mind, Rashida launched Lilani Wealth Management in 2007. The firm is celebrating 15 years this year and continues to provide the highest level of objective, unbiased, holistic financial planning and investment services.
Rashida holds a BS in Business Administration/Finance from California State University Northridge. She also holds a BA in Mathematics from St. Joseph’s College. She is currently serving as a board director for the Peninsula Estate Planning Council. In the past, she has served on the boards of the Financial Planning Association of Northern California, Blue Line Arts and Executive Women’s Golf Association.
Rashida provides pro bono financial planning services to individuals affected by cancer through the collaboration of Family Reach and Financial Planning Association. Rashida lives in Granite Bay with her husband, enjoys travelling and playing golf. Gardening is an ongoing passion as is reading and drawing. She is passionate about women’s causes and aspires to one day operate a domestic violence shelter in an under-served part of the country.
Annie joined Lilani Wealth Management to support Rashida’s goal to provide objective, unbiased investment advice that can make a difference in clients’ lives. She has successfully passed the Series 65 Uniform Investment Adviser Law Exam, received her Certificate in Financial Planning from UC Santa Cruz, and she has obtained the CFP designation. Annie graduated summa cum laude from San Jose State University with a Bachelor of Science Economics degree and a Business Minor, and she is currently pursuing an MBA in Finance from Sacramento State University.
Prior to joining Lilani Wealth Management, she was a Senior Investor Relations Associate at ShoreVest Partners, a private equity firm that specializes in Chinese distressed debt and structured credit. She also worked in Business Development and Project Management in an educational startup company in Silicon Valley.
In her spare time, Annie enjoys the outdoors, reading, swimming, playing chess, and traveling.
Director of Operations
Angela comes to Lilani Wealth Management with a decade of operations experience in financial services and has great passion for the business. Prior to financial services, she enjoyed a lengthy finance and operations career in the boat and yacht industry. In addition, she is a Notary and Certified Signing Agent as well as a Licensed Master Esthetician. Originally from Illinois, she has been in Northern California since high school. Her sunny disposition is infectious, and she has a remarkable gift of truly caring for others.
Angela has one son, Josh, loves social activities, the beach, fast sports and volunteers locally whenever possible.
Lilani Wealth Management takes the time to educate their clients in simple, concise and easy to understand terminology, with a down-to-earth and straightforward approach.
We empower our clients by letting them take control of their financial future, striving to leave no room for second guessing and put them in the driver’s seat of their long term financial decision making. Lilani Wealth Management offers its clients the experience of working with a certified financial planner whose goal is to deliver results with objectivity, compassion and trustworthiness.
In addition, we build long-term relationships based on the core values of trust, integrity and confidence.
The majority of women today lead very different lives than just a few decades ago. They excel in their careers, efficiently handle responsibilities at home, attend little league games, volunteer at the local food bank and still manage to make it to the yoga class on time! Women, today, also have a lot working against them. Take for instance their life span. A woman today is expected to live about eight to nine years longer than their male counterparts. Over 70% of nursing home residents are women, with almost 50% of women aged 65 and older being widows.
Women continue to be the primary caregiver for an aging parent or a young child. As a result, they stay out of the workforce for an average of 15% of their working years. This not just results in setbacks in their careers, but also negatively impacts their long-term savings such as 401(k) plans and social security benefits.
So in short, women are expected to live longer… with less money. As a result, more and more women are seeking financial guidance in making the right decisions to offset the setbacks and proactively take control of their future. There are more female scientists, politicians, astronauts and business-owners than ever before, and the numbers are growing.
Having faced such adversity herself, Rashida Lilani, CFP® feels passionately about helping other women realize their life goals and lead a life that’s aligned with their value system, so her clients and their loved ones can live a rewarding and fulfilling life.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.