Giri Lankipalle - Financial Professional

Giri Lankipalle - Financial Professional Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Giri Lankipalle - Financial Professional, Financial service, 2107 N First Street, Pleasanton, CA.

Personal Finance, Teaches "How Money Works", How to retire with zero taxes, Transfer assets with tax efficient strategies, Life Insurance, Long Term Care, Retirement Planning, College Savings and Estate Planning strategies.

09/02/2026

What do I do, what licenses do I hold, and how do I get paid?

These are some of the questions I get asked most often, so I wanted to answer them clearly.

If you’d like to talk about retirement, investments, insurance, taxes, or your overall financial strategy, scan the QR code at the end of the video to schedule a free 30-minute consultation with me.

08/29/2026

Comment “WEBINAR” below and I’ll send you the registration link.

08/29/2026

A large IRA or 401(k) can create tax challenges later in retirement if you do not plan ahead.

Comment “401K” and I’ll send you the key challenges to watch for and some strategies that may help.

08/26/2026

$100,000 in America may look much bigger than ₹25 lakhs in India, but that is not the full story. One important thing most NRIs miss is this: at $100K in America, rent and healthcare can decide how much you actually save. At ₹25 lakhs in India, rent, school fees, and lifestyle inflation can decide the same thing. So the real question is not “which income is bigger?” The real question is “which income helps your family save, invest, and build assets faster?” The answer may surprise you.

Comment LIFESTYLE and I’ll send you the full ebook.

08/21/2026

Feeling especially grateful today as I celebrate my 51st birthday. 🎉

Looking back, I’m thankful for so much - the journey from corporate life to building my own business, the freedom of time, the support of my family, especially my wife, and all the friendships I’ve made along the way.

To my clients, friends, partners, and everyone who has been part of this journey, thank you.

I feel blessed for everything that has brought me here and excited for what’s still ahead. ❤️

08/19/2026

Most women don’t need to become finance experts.

But every woman should know enough about money to never feel completely dependent on someone else to explain her own financial life.

Your career may change.
Your family situation may change.
Your income may change.
Your responsibilities may change.

And sometimes, life changes without warning.

Knowing the basics of your finances can make those moments much easier to navigate.

You should know where your money is, what you own, what you owe, how your family is protected, and what your long-term plan looks like.

That knowledge can give you more confidence, more choices, and fewer surprises.

If you want to start learning more about your finances, comment LEARN below.

I’ll send you a short form. Fill it out, and I’ll reach out to you personally.

08/15/2026

Your husband might not love me for sharing this… 👀

But every woman should know what would happen financially if life suddenly changed.

Do you have access to the right accounts?
Do you know where the important documents are?
Would you be financially protected if something happened to your spouse?

These are questions many families do not think about until it is too late.

Watch the video for 4 financial things every woman should know.

Then comment “WOMAN” and I’ll send you the link to access my Women’s Financial Checklist so you can review what you already have in place - and what may still be missing.

08/12/2026

I just found this out about 529 plans a couple weeks ago and it honestly surprised me.

Most people think it only covers tuition or dorms, but schools actually include an allowance for housing… even if you live off-campus.

So in some cases, those funds can go toward your living expenses (as long as it stays within the school’s guidelines).

There’s a right way to do it (and a wrong way) so you want to be careful.

I went down the rabbit hole and put everything together.

Comment CAMPUS and I’ll send you how right away 👍

08/08/2026

What are the 10 financial things every NRI in America should do?

One of the most overlooked areas of NRI financial planning is estate planning.

If you live in the U.S., your financial life may include a 401(k), IRA, Roth IRA, property, insurance, investments, beneficiaries, and assets in India.

But what happens to everything if something unexpected happens?

A proper estate plan for NRIs may include:

✅ A will
✅ A revocable living trust
✅ Healthcare directives
✅ Financial powers of attorney
✅ Guardianship documents for minor children

These documents can help protect your family, clarify your wishes, and reduce unnecessary complications later.

And this is only 1 of the 10 financial areas every NRI should review.

Whether you plan to retire in the U.S., return to India, or split your life between both countries, having a complete financial roadmap can help you identify gaps before they become expensive problems.

💬 Comment “LIST” and I’ll send you the complete NRI Financial Roadmap with all 10 areas to review.

08/06/2026

Text me for details

Address

2107 N First Street
Pleasanton, CA
95131

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5:30pm

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