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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 firm's 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. Our clients will always speak with a live person. Also, as part of our service we try to be "user-friendly". Our paperwork and fees are straight forward and easy to understand. We are responsive to our client's questions and make sure our answers are clear. We also try to meet our client's expectations and understand their needs.

Our primary goal is to build a long term relationship with our clients, built on the highest level of integrity, trust and service.
 
There is no substitute for quality!
Latest Video Client Alert
Newsletters
  • Investors Are Human, Too
    In 1981, the Nobel Prize-winning economist Robert Shiller published a groundbreaking study that contradicted a prevailing theory that markets are always
  • Be Prepared to Retire in a Volatile Market
    In an ideal world, your retirement would be timed perfectly. You would be ready to leave the workforce, your debt would be paid off, and your nest egg would be
  • Understanding the Net Investment Income Tax
    It's been around since 2013, but many are still struggling to come to grips with the net investment income tax. The 3.8% tax, which is sometimes referred to as
  • Should I pay off my student loans early or contribute to my workplace 401(k)?
    For young adults with college debt, deciding whether to pay off student loans early or contribute to a 401(k) can be tough. It's a financial
  • Have you heard about the newest employee perk?
    What's one of the most cutting-edge employee benefits right now? Company-provided student loan assistance for employees who are paying back student loans.
    
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 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.
 


Check the background of this financial professional on FINRA's BrokerCheck.