Lilani Wealth Management
Business Description
Lilani Wealth Management is dedicated to providing a comprehensive approach to financial success for their clients. They offer services including wealth accumulation, investment analysis, budgeting, 401(k)/457 investment analysis, insurance coverage review, and tax planning. The company also works closely with clients' other professional advisors, such as CPAs, attorneys, and insurance agents. Visit their affiliate offices at 1624 Santa Clara Drive, Suite 160, Roseville, CA 95661 and at 951 Mariners Island Boulevard, Suite 300, San Mateo, CA 94404.
Industry
Financial Services
Financial Services
Engaged in:
Financial Consultant, Investment Service, Financial Planner
Financial Consultant, Investment Service, Financial Planner
ISIC Codes
6619
6619
Questions & Answers
Q1
What is the phone number for Lilani Wealth Management?
The phone number for Lilani Wealth Management is (888) 521-6752.Q2
Where is Lilani Wealth Management located?
Lilani Wealth Management is located at 540 Ralston Ave suite e, Belmont, CA 94002.Q3
What days are Lilani Wealth Management open?
Lilani Wealth Management is open Mon–Fri 8:30 AM–5 PM; closed Sat–Sun.Q4
Is there a primary contact for Lilani Wealth Management?
You can contact Lilani Wealth Management by phone using number (888) 521-6752.Q5
What is the web address (URL) for Lilani Wealth Management?
The website for Lilani Wealth Management is www.lilaniwealthmanagement.com.Similar Companies Nearby
Businesses in Zip Code 94002
Businesses in 94002: 5,317
Population: 26,049
Categories
Shopping: 18%
Professional Services: 14%
Home Services: 10%
Other: 58%
Price
Moderate: 61%
Inexpensive: 26%
Expensive: 10%
Very Expensive: 4%
Other: 0%
Area Codes
650: 94%
Other: 6%
Neighborhoods
Belmont: 6%
Central: 15%
Cipriani: 6%
Downtown Belmont: 15%
Homeview: 10%
McDougal: 13%
Sterling Downs: 14%
Other: 21%
Stats and Demographics for Zip Code 94002
Race
White: 72%
Asian: 15%
Hispanic or Latino: 8%
Black Or African American: 2%
Native Hawaiian & Other Pacific Islander: 1%
American Indian Or Alaskan Native: 0%
Other: 3%
Gender
Female: 51%
Male: 49%
Other: 0%