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 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.
While working full-time and raising her two kids, Rashida decided to go back to school and secure a BS in Business Administration/Finance from California State University Northridge. She also holds a BA in Mathematics which she successfully completed in her early twenties. She is a Certified Financial Planner™ practitioner (CFP®) and a Certified Private Wealth Advisor® (CPWA®). Rashida has been offering financial planning services in the greater Sacramento area, Silicon Valley and Los Angeles since 2000.
Rashida has addressed many audiences and has presented at the Money Wi$e Women Conference, Sacramento Women's Chapter of California Dental Association and Chapman University, to name a few. Rashida’s insights on wealth management are often featured in regional publications like Sacramento Bee, San Jose Messenger and Granite Bay View Magazine.
Rashida has served on the boards of the Financial Planning Association of Northern California, Blue Line Arts and Executive Women’s Golf Association. Rashida lives in Granite Bay with her husband. She enjoys practicing hot yoga and travelling with her husband and adult children. Her hobbies include striving to master the game of golf, gardening in her ever-evolving backyard and reading. She is passionate about women’s causes and aspires to open 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.
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.
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.