Rashida Lilani, CFP®, CPWA®

Certified Financial Planner™ and Certified Private Wealth Advisor®

She / Her

educate.empower.experience.

Lilani Wealth Management

1624 Santa Clara Drive, Suite 235, Roseville, CA 95661
951 Mariners Island Blvd, Suite 300, San Mateo, CA 94404

info@lilaniwealthmanagement.com

https://www.lilaniwealthmanagement.com/

Phone: (888) 521-6752

Fax: (916) 244-0752

Specialty:

Responsible investing is no longer limited to a handful of companies. Today, investing based on Environmental, Social and Governance (ESG) criteria are available to investors who want to “do good while doing well,” without compromising their long-term goals and objectives. An increasing number of corporations globally are seeking higher environmental standards, broader board representation among women and minorities, sustainability and impactful investing, to name a few.

If you’re an investor who seeks purposeful investing, putting your money where it matters the most, then we can help. We provide investment solutions that can offer you the balance you seek, investing in causes that matter the most to you and are aligned with your values. Getting the best of both worlds – that’s what you get when you work with us. From pre-designed portfolios with certain values-based emphasis, to highly customized and strategic portfolios, we can find a solution that fits you.

State(s) of license: CA, AZ, CO, ID, IA, KY, LA, NV, OR, TN, WA, WI

Professional Focus and Services:

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 of 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 B.S. in Business Administration/Finance from California State University Northridge. She also holds a B.A. in Mathematics from St. Joseph’s College. She is currently serving as a board director for the Peninsula Estate Planning Council and is a member of the San Mateo Rotary Club. 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.

Professional Affiliations:

Rashida is a member of the San Mateo Rotary Club and is actively involved in educational committees within the chapter. She also serves as a board director of the Peninsula Estate Planning Council. She is a member of the Financial Planning Association of Northern California and Silicon Valley chapters. Lilani Wealth Management is a member of the Roseville and San Mateo Chambers of Commerce.

Education and Experience:

Rashida is a 20-year veteran of the financial planning industry, beginning in Los Angeles and later moving to Northern California where she founded Lilani Wealth Management in 2007. She holds a B.S. in Business Administration/Finance from California State University Northridge and a B.A. in Mathematics from St. Joseph’s College. She is a Certified Financial Planner™ and a Certified Private Wealth Advisor®. She holds Series 7, 66 and 24 licenses.

Community Involvement:

Lilani Wealth Management feels strongly about encouraging and promoting more women to join the financial planning industry and other industries where women have historically been under-represented. And to demonstrate the dedication to this cause, LWM sponsors an annual S.T.E.M. scholarship, awarded to a female high school student in the Roseville JUHSD.

Rashida is passionate about education, and through her San Mateo Rotary membership, she serves on various educational committees, working closely with high school and college students. Rashida provides pro bono financial planning services to individuals affected by cancer through the collaboration of Family Reach and Financial Planning Association. She also works on a pro bono basis with Financial Planning for COVID, Advisers Give Back, and Foundation for Financial Planning organizations. She has presented to women’s groups for My Sister’s House, a shelter and safe haven for domestic violence victims.

Rashida 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.

Personal Message:

Every day we are inundated with a deluge of information, some of it is relevant or perhaps even useful, but the rest is usually generalized, over-circulated and over-emphasized noise that has no significance to our personal situation. This is especially true when it comes to the financial world where headlines matter more than the news itself. How is a consumer and investor expected to filter and decipher the data, so it is even remotely applicable to her? That’s why more than ever before, investors need to partner with an advisor who is experienced and knowledgeable, someone who can screen through the abundant information and bring forth resources and solutions that resonate and align with the investors’ personal values and objectives. “Doing well while doing good” is no longer a cliché; it can be accomplished and that too in a very strategic and cost-effective manner.

Disclaimer:

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, First Affirmative Financial Network, and the Securities America companies are separate entities. This communication is strictly intended for individuals residing in the states of CA, AZ, CO, ID, IA, KY, LA, NV, OR, TN, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. California Insurance License 0B53378.

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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