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!
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Newsletters
  • What's New in the Housing Market for 2015?
    Home buyers and sellers finally have reason to celebrate in 2015. After almost a decade of limping along toward recovery, it seems as though the housing market has
  • Five Steps to Tame Financial Stress
    Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you're drowning in debt? If this describes you, you might
  • Prepaid Funeral Arrangements Can Have Grave Consequences
    An important part of estate planning involves consideration of funeral or memorial arrangements, including paying for some or all of the costs in
  • What is the Roth 401(k) five-year rule?
    The Roth 401(k) five-year rule determines when you can begin receiving tax-free qualified distributions from your 401(k) plan Roth account. While it's similar to the
  • What is the Roth IRA five-year rule?
    Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin receiving tax-free qualified distributions from
    
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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.