Lilani Wealth Management - Roseville, California

Gail K.

My husband and I have had the pleasure of working with Rashida and her team for several years now, and we couldn't be more pleased. They have taken our financial planning to a whole new level. They are proactive, consistent, precise, and continue to guide us in a direction for financial success for now and for our retirement years. We feel very heard during our in person meetings with Rashida where she is very patient, and generous with her time. We look forward to our continued relationship with Lilani Wealth Management.

John A. C.

I became familiar with Lilani Wealth Management, and Rashida a couple of years ago. She is diligent and tirelessly makes sure everything is done properly. She takes great pains to make sure she has the proper staff to service her clients in the most professional manner and is personally involved in every step of the process.

John B.

We have been clients of Rashida for 17 years and could not be more pleased with the investment results we have enjoyed in that time! We appreciate how responsive Rashida and her staff are to our needs. Rashida has been patient and so effective in dealing with our different styles: Val the gambler and me the cautious one. We have wound up with a balanced portfolio that produces steady gains while being environmentally conscious. We recommend Rashida's office to anyone who wants expertise and excellent service.

Cindy W.

I’ve worked at several firms prior to joining as Operations Manager at Lilani Wealth Management and I’ve witnessed firsthand how it is to work with Rashida Lilani. She’s simply exceptional.

I engage with clients on a regular basis, and it’s clear that they enjoy working with us: with her deep breadth of experience and her continuing thirst and interest in acquiring more knowledge (study groups and serving on associations and panels), she brings all that wealth back to her clients. Her goals are your goals: achieving your financial goals and creating a legacy for your loved ones. She takes the time to explain and address any questions as concerns, as she respects her role as a fiduciary with the utmost of regards.

The high level of service and standard of care she demands is inclusive of her staff and herself as well. It may sound cheesy, but she’s not satisfied until her clients are.

Judy M.

Rashida and her staff are caring, respectful and professional. We became clients about 10 yrs. ago. We’ve always received the best professional advice to fit our specific needs. I recommend this firm to anyone who will listen.

Steven A.

Rashida and her dedicated staff are very professional and extremely knowledgeable. They are exceptionally quick to respond to any of our financial questions or concerns. We enjoy our quarterly meetings to not only review our current financial status but also the macro/micro-economic conditions and how those conditions may impact our future investments. We are very fortunate to have Rashida and her staff working on our behalf.

Rosemary O.

Rashida & her team are most dedicated and professional! They are quick to share their insights & to thoughtfully question us re: our goals. Each time we meet we feel that we learn new things to consider. We appreciate that she always encourages our questions. We feel fortunate to have the guidance that she brings to each of our meetings.

Carol L.

Rashida and her team at Lilani Wealth Management are dedicated professionals who genuinely prioritize their clients' needs.