Giri Lankipalle – Trusted Financial & Taxation Services in Pleasanton, CA
Business Overview
Giri Lankipalle Financial Services, based in Pleasanton, CA, provides holistic financial solutions—covering estate planning, retirement, tax optimization, insurance, college funding, and wealth building. With over 25 years of experience and a guiding philosophy of “No Family Left Behind,” the firm empowers households across the Bay Area and beyond to achieve financial security and peace.
Who We Are
Giri Lankipalle is a seasoned financial professional and Forbes Finance Council member who brings deep expertise and a heart-led approach. Backed by multi-office support across California and North Carolina, Giri and his team uphold values rooted in integrity, transparency, and genuine care.
Our Services
Retirement & Wealth Planning
- Retirement Readiness & 401(k)/IRA Strategies
- Wealth Building & Cash Flow Management
- Legacy & Estate Planning
Insurance & Risk Management
- Life, Long-Term Care & Disability Insurance
- Risk Assessment & Protection Planning
Tax & Educational Planning
- Personal & Business Tax Optimization
- College Savings & Education Funding (529 plans)
- Financial & Cash Flow Forecasting
Why Choose Us
- Proven track record across 8,000+ families
- Member of Forbes Finance Council, recognized for leadership
- Comprehensive offerings: virtual or in-office in Pleasanton, San Jose, NC
- Fiduciary-first approach—your interests come first
- Transparent communication and fee structure
- Support for financial literacy and business opportunity
Who We Serve
- Individuals & Families
- Pre-retirees & Retirees
- Entrepreneurs & Small Business Owners
- College-bound Parents
- Remote & Virtual Clients Nationwide
- Aspiring Financial Professionals
Client Testimonials
“Giri made retirement planning easy and customizable for my family's future.” – Rohit, Pleasanton
“His clarity on insurance and estate planning gave me real peace of mind.” – Mary, San Jose
“The financial education sessions were insightful and empowered our decisions.” – Praful, Bay Area
Service Area & Availability
Offices in Pleasanton and San Jose, CA, plus Cary, NC. Serving Bay Area and nationwide via virtual meetings. Operating Mon–Fri, 9 AM–6 PM PT, with flexible evening/weekend slots available.
How to Get Started
- Contact us to schedule your free initial consultation in Sulekha
- Prepare your financial and taxation-related documents
- Meet virtually or in person to discuss your needs
- Receive tailored solutions and transparent pricing
- Let our team handle the rest while you stay stress-free
- Click “Enquire Now” or check the Giri Lankipalle profile on Sulekha to connect with us