Tessara Financial Advisors, Inc is a Registered Investment Advisor and is composed of Certified Financial Planners and a Certified Senior Advisor with more than 65 years of combined experience. The firms two principals, Larry Krause and Gisela Lake, can provide the entire spectrum of wealth management services. Including financial planning, life and long-term care insurance analysis, tax planning, estate planning, charitable giving, asset protection planning and forming strategic alliances.

Our president, Larry Krause, is a well respected pioneer in the financial planning profession. In 2011 he was named as one of “America’s Top Financial Planners” by The Consumer’s Research Council of America. In 1982 he was named the “Financial Planner of the Year” by his peers in San Francisco and in 1983 was named as one of the nation’s two most outstanding financial planners by Loren Dunton who has been known as the founder of the financial planning profession. In the 1980′s, on several occasions, he was called “one of the nation’s leading financial planners” by the New York Times.

We are an independent fee-only wealth management firm that specializes in developing a comprehensive financial strategy which is specifically tailored for each client, as each client is unique. 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. We are different too, in that our independence allows us to recommend traditional as well as non-traditional investment solutions without the selling pressures that a large company may exert. We are also unique in that we are particularly responsive to our client’s special needs (which can include “house calls”) and place the utmost value on client relationships. Click here for client bill of rights.

We are truly dedicated to both helping our clients build wealth and 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. You will always speak with a live person. Our goal is to build long term relationships with clients and their advisors that are mutually beneficial and built on the highest level of integrity, trust and service.

There is no substitute for quality!