Lilani Wealth Management

Lilani Wealth Management is a wealth management firm in Roseville, CA. The firm provides expert financial planning and investment advice to successful professionals, retirees, and affluent families, including those with special needs. Their specialized services include comprehensive financial planning, personalized wealth management, tax and estate planning, and insurance and protection strategies. The firm serves clients in Roseville and Belmont, CA, and maintains a 5.00 rating from over 1,600 reviews.

Founded in 2007, the firm is led by a specialist with over 22 years of industry experience and advanced designations, including Certified Financial Planner™ and Certified Private Wealth Advisor™. The team utilizes a collaborative and interactive approach to help clients accumulate, manage, and sustain wealth. Their expertise covers portfolio management using mutual funds, ETFs, and individual securities, as well as risk assessment and asset allocation. The firm focuses on helping families create lasting legacies through tax-efficient planning and strategic investment oversight.

The office is located on Santa Clara Dr, near the intersection of Douglas Boulevard and Sunrise Avenue. The location is a short drive from Sierra Gardens Park and is situated about 0.3 miles from Eich Middle School.

Lilani Wealth Management is known for providing objective, unbiased, and holistic financial planning. The firm’s long-standing presence in the industry and its commitment to clear, effective communication make it a trusted partner for those seeking to secure their financial futures.

Through dedicated expertise and personalized service, Lilani Wealth Management helps clients in Roseville achieve balanced and rewarding lifestyles.