Since 1997, Rani has helped a select group of individuals, families and business owners build, manage, and protect their wealth. Her practice is built upon the four cornerstones of comprehensive wealth management: Investments, Liability Management, Estate Investment Planning, and Risk Management.
Rani utilizes a disciplined, client-centric approach of listening and then understanding clients’ goals and objectives, studying and analyzing to develop solutions and strategies, explaining and implementing strategies in an independent, objective, unbiased and cost-effective manner, and meeting to adjust as personal situations change and when major changes occur in the financial markets.
In 2007, Rani obtained her CERTIFIED FINANCIAL PLANNER® certification by completing an approved educational program, passing a rigorous two-day examination and meeting stringent experience requirements. The certification’s criteria include extensive training over all aspects of the four cornerstones of wealth. CFP® professionals are required to uphold this certification through dedication to continuing education.
Rani has served as a member of the Sacramento Region Community Foundation Philanthropic Advisors Forum, a former board member and past board president of Children’s Receiving Home of Sacramento, past president and sustaining member of the Junior League of Sacramento, and founding member and past chair of the Junior League of Sacramento Endowment Advisory Board.
For 25 years, Rani has sung with the acclaimed Sacramento choral group Schola Cantorum. They have recorded several CDs and have toured the US, Europe and Canada.
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company
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