Larry Krause, CFP® & Gisela Lake, CFP®

Our Advisors
Larry Krause, CFP®
Larry Krause, is a principal of Tessara Financial Advisors, Inc He was educated at the University of Iowa, and became a real estate broker in 1962. In 1968 he entered the securities industry and in 1974 created and ran the financial planning department for Sutro, Inc. the oldest brokerage firm west of the Mississippi. It was one of the first comprehensive financial planning departments in the United States for a major brokerage firm.

In 1979 he founded what is now known as Tessara Financial Advisors, Inc. He is a recognized leader in the field of financial and investment planning.
Mr. Krause has been on the Advisory Committee of the Golden Gate University programs for the Masters degree in Business Administration and a Masters degree in Financial Planning. In addition, he has authored two hard cover books: The Money Go Round and Sleep Tight Money. He has written columns, and has been interviewed or quoted in just about every major newspaper and/or financial magazine in the country. He was on the Ronn Owens radio show quarterly on KGO radio for more than 10 years and for two years on the 6 o'clock news weekly on KGO TV answering financial questions from the public.

 
Gisela Lake, CFP®
Gisela Lake is a principal of Tessara Financial Advisors, Inc. Ms. Lake earned her degree in International Business in Germany and entered the financial planning profession more than 25 years ago. Her breadth of investment and management experience spans over many areas of the Financial Services industry. She has held a senior management position for a large national investment firm, been a due diligence officer for a major California investment firm analyzing investment products, worked extensively with pension plans and affluent investors representing the largest brokerage clearing firm in the United States, and presented numerous educational seminars for CPAs as well as financial planners on various investment topics and strategies. Ms. Lake's outside activities include: biking, spinning, and hiking.
About Tessara Financial Advisors, Inc.
We are an independent primarily fee only wealth management firm that specializes in developing a comprehensive financial strategy which is specifically tailored for each client.  We can also charge an hourly rate or a commission if our client prefers.  We do not subscribe to get-rich quick schemes.  Instead through highly customized financial planning, our goal is to have your capital accumulate more efficiently as well as preserve the buying power of your assets without high risk.  We are in the stay-rich business, not the get-rich business.

At Tessara we are able to offer our client a “boutique” type personalized experience.  Our clients will always talk with a live person, and we strongly encourage face to face meetings at the very minimum annually.  We value our clients as people not just an account number, which is why we feel building a close relationship as advisor and client is so important.  

We work in the strictest confidence and take our fiduciary responsibility as a Registered Investment Advisor very seriously.

Yes, we take extreme care of our clients.
 
OUR GOAL:
 
We strive to work with affluent individuals, families and family offices as their trusted financial bodyguard.  We help our clients plan to live well and make a significant positive impact on their financial well being.  Our clients can always trust that we will be objective and make decisions on their behalf.  To measure our level of service we ask three questions:
  • Are we doing everything we can for you?
  • What can we do to make it virtually impossible for you to leave and go elsewhere?
  • Are we providing you with the level of service where it will make you proud to refer others?
OUR GUIDING PRINCIPLES ARE:
  • Integrity
  • Professionalism
  • Accountability
  • Responsibility
  • Enthusiasm
  • Teamwork
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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.