Rashida Lilani, CFP®, CPWA®, CMFC
President, Financial Advisor
Early in her career, Rashida realized that to offer comprehensive financial guidance to her clients at all stages of their lives, she needed to transition from being a generalist to a specialist. Armed with advanced designations such as Certified Financial Planner™ and Certified Private Wealth Advisor™, and boasting over 22 years of industry experience, she possesses the expertise and education required to assist her clients with a myriad of significant financial matters.
Rashida's personal journey as an immigrant to the U.S. and a single mother equips her with additional insight and real-life wisdom. This unique perspective allows her to guide her clients and their families in creating, managing, and preserving wealth.
Beyond guidance, Rashida recognizes that clients also require a supportive and proactive partnership with their advisor. With this vision in mind, she founded Lilani Wealth Management in 2007. The firm is commemorating its 17th year in business and remains dedicated to providing the highest level of objective, unbiased, and holistic financial planning, along with investment services.
Rashida holds a BS in Business Administration/Finance from California State University Northridge, as well as a BA in Mathematics from St. Joseph’s College. Committed to giving back, she is involved in several pro bono projects offering financial planning services to the disadvantaged. Currently serving as the President of the Peninsula Estate Planning Council and President-Elect of the Financial Planning Association, Northern California chapter, Rashida has also contributed her expertise to the boards of Blue Line Arts and the Executive Women’s Golf Association.
In her leisure time, Rashida enjoys traveling with her husband, playing golf, tending to her yard, and more recently, honing her drawing skills.