Lilani Wealth Management

Lilani Wealth Management Lilani Wealth Management is a CFP®-led, fiduciary wealth management firm, providing holistic financial planning and investment management. Why Focus On Women?

We have offices in Roseville, CA and the Bay Area, and serve clients nationwide through a virtual planning process. Going through a transition in life such as a divorce, widowhood or simply planning for a comfortable retirement? Looking for a trustworthy and reliable partner to help you through the maze of ever changing financial challenges? Lilani Wealth Management seeks to be your trustworthy an

d reliable partner as you pursue financial success. We communicate with our clients on a regular basis, help them make critical and complicated financial decisions and assist in the accumulation and preservation of their wealth. 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 our clients to help keep them on track with their plan. while staying current with the changes in estate and tax laws that may affect our clients’ short and long term goals. Call us today for a consultation. We work with clients in the Sacramento region, Silicon Valley and East Bay areas. The majority of women today lead very different lives than just a few decades ago. They excel in their careers, efficiently handle responsibilities at home, attend little league games, volunteer at the local food bank and still manage to make it to the yoga class on time! Women, today, also have a lot working against them. Take for instance their life span. A woman today is expected to live about eight to nine years longer than their male counterparts. Over 70% of nursing home residents are women, with almost 50% of women aged 65 and older being widows. Women continue to be the primary caregiver for an aging parent or a young child. As a result, they stay out of the workforce for an average of 15% of their working years. This not just results in setbacks in their careers, but also negatively impacts their long-term savings such as 401(k) plans and social security benefits. So in short, women are expected to live longer… with less money. As a result, more and more women are seeking financial guidance in making the right decisions to offset the setbacks and proactively take control of their future. There are more female scientists, politicians, astronauts and business-owners than ever before, and the numbers are growing. Having faced such adversity herself, Rashida Lilani CFP® feels passionately about helping other women pursue their life goals and lead a life that’s aligned with their value system, so her clients and their loved ones can live a rewarding and fulfilling life. Third-party comments may not be representative of all customer experiences. Please visit our website www.lilaniwealthmanagement.com for full disclosures.

Can you put a dollar figure on being healthy?One study that compared active and inactive adults found that healthcare co...
06/02/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

Love, identity, and authenticity deserve to be celebrated—today and every day. 🌈This Pride Month, we recognize and honor...
06/01/2026

Love, identity, and authenticity deserve to be celebrated—today and every day. 🌈

This Pride Month, we recognize and honor the LGBTQ+ community for the strength, courage, and joy they bring to every space they’re part of.

Artificial intelligence is becoming a more common expectation in early-career roles.Recent data shows that about 4.2% of...
05/29/2026

Artificial intelligence is becoming a more common expectation in early-career roles.

Recent data shows that about 4.2% of entry-level job postings now reference AI skills, nearly double the share from a year ago. Internship postings are even higher, with more than 10% including AI-related requirements.

The trend spans a range of industries, with the strongest presence in technology roles, along with growing adoption in areas like financial services and marketing.

At the same time, many students report learning these tools on their own, as formal training continues to catch up with workplace expectations.

While the overall job market for new graduates remains competitive, familiarity with AI tools is becoming one way candidates can stand out across a variety of roles.


Source:

As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

No two clients are the same. Nor are their portfolios.The strategies that serve someone building wealth at 55 look very ...
05/28/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

05/27/2026
Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, ...
05/26/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country....
05/25/2026

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

Their courage and selflessness have protected the freedoms we live and build our lives around every day.

As we spend time with family and loved ones this weekend, we do so with gratitude—for those who served, and for those who gave everything.

With respect and remembrance,
Lilani Wealth Management

⚠️ It’s often the small things that create the biggest problems.Outdated beneficiaries.Uncoordinated accounts.Missing es...
05/22/2026

⚠️ It’s often the small things that create the biggest problems.

Outdated beneficiaries.
Uncoordinated accounts.
Missing estate documents.

These details are easy to overlook—but critical to get right.

That’s where thoughtful planning makes all the difference.

Address

1624 Santa Clara Drive, Suite 160
Roseville, CA
95661

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18885216752

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