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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
  • Mid-Year 2016: An Investment Reality Check
    Market volatility is alive and well in 2016. Low oil prices, China's slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts--all
  • Q&As on Roth 401(k)s
    The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it's more likely than not that you can make Roth contributions to your 401(k)
  • Finding and Claiming Forgotten Funds
    As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was unlikely you would discover a chest full of pirate
  • I have matured U.S. savings bonds. Are they still earning interest and, if not, can I roll them over to another savings bond?
    Once U.S savings bonds have reached maturity, they stop earning interest. Prior to 2004, you could convert your Series E or EE savings bonds for
  • How many types of government savings bonds are there, and what's the difference between them?
    While the U.S. government has issued 13 types of savings bonds, there are currently only two series available for purchase through the U.S. Treasury
    
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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.