Lilani Wealth Management Careers in Roseville, CA

A full service financial planning and investment advisory firm located in Roseville with a focus on PROFESSIONAL WOMEN and their loved ones. We recognize that our clients have active and multifaceted lives. With many demands on their time, our clients realize that it is important to have a professional on their side to navigate through the often complex and complicated financial decisions they have to make for their own as well as their family’s financial well being. . 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. The majority of women t