Lilani Wealth Management partners with The AmeriFlex Group®
Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Rashida Lilani, CFP®, CPWA®, ChSNC®, President and Founder of Lilani Wealth Management. Rashida joins The AmeriFlex Group® from Osaic, bringing more than 25 years of financial services experience to her work with individuals and families. Alongside her dedicated team, Rashida has cultivated a client-focused practice built on collaboration, attentive service, and a shared commitment to helping clients achieve their financial goals.
Rashida founded the firm in 2007 with a vision of providing comprehensive, highly personalized financial guidance that extends beyond traditional investment management. Her approach centers on understanding each client’s complete financial picture and coordinating strategies across investments, retirement, tax planning, insurance, estate considerations, and legacy goals. Guided by an “Engage, Educate, Empower” philosophy, Lilani Wealth Management prioritizes collaboration, education, and long-term relationships, helping clients navigate complex financial decisions with greater clarity and confidence.
Jesse Kurrasch, Chief Operating Officer of The AmeriFlex Group®, added, “Rashida has built a practice that demonstrates the value of putting clients first and taking a thoughtful, comprehensive approach to financial planning. At AmeriFlex, we recognize the importance of preserving what makes each advisor’s practice unique while providing the resources and infrastructure to support their continued success. We’re proud to partner with Rashida and her team as they enter this next phase of growth.”
Tom Goodson, President & CEO of The AmeriFlex Group®, commented, “We are excited to welcome Rashida and Lilani Wealth Management to The AmeriFlex Group. Rashida has built an impressive practice centered on truly understanding her clients and helping them navigate every aspect of their financial lives with confidence. Her commitment to education, personalized guidance, and long-term relationships aligns closely with the values we hold at AmeriFlex.”
The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). We are dedicated to empowering financial advisors through shared resources, technology, and collaboration – with a commitment to fiduciary excellence and a planner-first philosophy.