Welcome
Tessara® Financial Advisors, Inc. is a Registered Investment Advisor founded in 1979, and is composed of Certified Financial Planners with more than 65 years of combined experience. The firms two principals, Larry Krause and Gisela Lake, can provide the entire spectrum of wealth management services. Our services include financial planning, life and long-term care insurance analysis, tax planning, estate planning, charitable giving, asset protection planning and forming strategic alliances.
 
We are truly dedicated to helping our clients both build wealth and to preserve it for family and future. Our investment philosophy reflects a belief that value is the cornerstone of a successful plan and service to our clients is the utmost priority. It's not only our mission, but it is our obsession. For example, we always try to respond to client questions on the same day, but no longer than 24 hours. You will always speak with a live person. Our goal is to build long term relationships with clients and their advisors that are mutually beneficial and built on the highest level of integrity, trust and service.
 
There is no substitute for quality!
Latest Video Client Alert
Newsletters
  • Quiz: How Much Do You Know about Social Security?
    You're probably covered under Social Security--according to the Social Security Administration, an estimated 165 million workers are*--but how much do you know about
  • 10 Basic Tax To-Dos for the Rest of 2014
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • What Is the Federal Reserve and What Does It Do?
    If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed did this or that," or "market watchers are wondering what
  • I just learned that my credit- and debit-card information was part of a data breach. What should I do?
    Now, more than ever, consumers are relying on the convenience of credit and debit cards to make everyday purchases, such as gas and groceries, and
  • I'm purchasing a new laptop. Should I also purchase an extended warranty to go along with it?
    If you've ever purchased an electronic device or major appliance, chances are you've been asked if you also wanted to purchase an extended warranty
    
PreviousNext
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  


 
 
 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.