Gateway Wealth Strategies

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. 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, while staying current with tax and estate law changes.

Gateway Wealth Strategies

At Gateway Wealth Strategies, we are dedicated to helping our clients achieve their financial goals. We provide a comprehensive array of financial products and services, tailored to meet the individual needs of each client. Our team of experienced professionals has the expertise and knowledge to provide financial advice that is reliable and trustworthy. Our mission is to provide sound financial guidance, enabling clients to make informed decisions that will help them meet their financial objectives. We strive to offer a superior customer experience, with a focus on creating long-term relationships. Our comprehensive suite of services includes wealth management and retirement planning, investment portfolio design, estate planning, insurance, tax planning, and more. We strive to continually stay up-to-date with the latest market trends, so that we can best serve our clients.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

Atterbury Investment Management

At Atterbury Investment Management, Inc., we are committed to providing pre-retirees and retirees with high-quality financial advisory services. Our team has 30 years of experience and a wealth of knowledge in the world of investment management and retirement planning. We provide personalized advice tailored to each client's individual needs and objectives. Our team can help you develop a strategy that will help you reach your financial goals. We strive to give our clients objective and transparent advice that is always in their best interests. If you are a pre-retiree or retiree living in North County San Diego who needs expert financial advice, contact us today to find out if we are the right fit for you. We offer appointments both in-person and virtually, so no matter where you are located, we can help. Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Atterbury Investment Management, Inc or these representatives. CA Insurance Lic #0B29538 (Clark Atterbury) & 0M95309 (Keeley Atterbury)

City National Bank - San Francisco Main

City National Bank in San Francisco provides top-notch financial services, from private banking and wealth management to retirement planning and estate planning. Our experienced advisors are here to help you with all your banking needs, including business banking, investment management, loans and more. Come visit us today and let us help you plan for your financial future. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Gold Path Investment Group

Gold Path Investment Group, LLC is a private investment advisory firm that provides wealth management and financial planning services for individuals with high net worth. Our mission is to help clients invest in order to secure their financial future and create wealth across generations. We strive to provide clients with personalized solutions and exceptional service in order to achieve their financial goals. Our team offers portfolio management, asset allocation, retirement planning, education planning, cash flow planning, risk management, and estate planning services. Additionally, our data-driven investment strategies are designed to generate maximum returns while minimizing risk. Our advanced technology gives us real-time insights into the markets, allowing us to stay ahead of the curve. With Gold Path, our clients can trust that their financial objectives will be met with excellence.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

360 Lifetime

Whether your goal is to save for retirement, take a vacation, pay off debt, start a business, purchase investment property or even lower your tax liability, we are here to customize a plan that fits your needs. Our business name exudes the type of relationship we want to establish with our clients. A lifetime relationship while using a 360 Approach which focuses on every single aspect of your finances. Taxes is extremely important since over 30% of your finances may be dedicated toward federal, state taxes, Social Security, and Medicare. Personal Finance: We specialize in devising a plan to help you reach your personal financial goals in the areas of savings, debt, credit management, and retirement planning. Bookkeeping and Accounting Services: We specialize in preparing and processing financial statements and manage your income expenses. Tax Preparation: We specialize in individual and corporation tax preparations and filings and back taxes. We offer electronic filings in all 50 states and also can set you up with a virtual tax appointment. Business start-up services: Legal entity selection, and incorporation.

RLB Wealth Planning

RLB Wealth Planning is dedicated to providing excellent service to our clients. Our team of certified financial planners and CPAs are knowledgeable and experienced individuals who can assist you in navigating the complexities of financial management and retirement planning. We strive to be respectful, transparent and efficient in all that we do. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.