Home
About
The LWM Experience
Community Outreach
Resources
Events
Contact

Checklists

Checklist for the Recently Divorced

GET THE CHECKLIST

Checklist for the Recently Widowed

GET THE CHECKLIST

Contact

Office: (888) 521-6752

1624 Santa Clara Drive

Suite 160

Roseville, CA 95661

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Rashida Lilani is a registered representative with and offers securities through Securities America, Inc., Member FINRA/SIPC. Advisory services are offered through Securities America Advisors, Inc. Rashida Lilani, financial advisor, Lilani Wealth Management, Inc., and the Securities America companies are separate entities. Lilani Wealth Management, Inc., is registered in the state of California.

CA Insurance License # 0B53378

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

"The List" of Certified Financial Planners was locally researched and compiled by Renata Geraldo, Data Reporter, of the Sacramento Business Journal. Local residents, peers and businesses are surveyed to determine the results of the final list. Survey questions are open-ended, multiple choice, rank order scaling and/or yes/no. Criteria is based on, but not limited to, credibility, customer service, performance, reliability, quality, demonstrated results and overall experience. The results are tabulated, and the top-ranking businesses make "The List". This award is not indicative of the investments advisor's future performance. The advisor does not pay a fee to be a recipient of this award.