Giri Lankipalle - Financial Professional

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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.

09/26/2026
09/26/2026

Worked in the U.S. for 10+ years and thinking about moving back to India? 🇺🇸🇮🇳

You may be wondering what happens to the Social Security benefits you’ve earned—and whether you can still receive them while living in India.

Your work history, Social Security credits, and individual circumstances can all matter.

Save this if retiring or moving back to India is part of your future plans, and share it with someone who may need to know this.

09/23/2026

Are you looking for a side hustle, extra income, or a part-time opportunity you can build alongside your current job?

A lot of people want an additional source of income but are not sure where to start, what skills they need, or who to learn from.

I help people explore opportunities in the financial services industry with mentorship, training, and a clear path to get started and grow over time.

This may be a good fit if you enjoy working with people, are willing to learn, and want to build something beyond your regular 9-to-5.

Want to learn more?

DM me for more information.

Know someone looking for an extra income opportunity? Share this with them.

09/19/2026

If you are divorced or getting divorced, your financial life may need a reset too.

Beyond dividing assets, you may need to review your retirement accounts, budget, taxes, insurance, beneficiaries, estate documents, debts, and whether keeping the house still makes financial sense.

I put together 7 important financial steps to consider during or after divorce so you can better understand what to review and what financial mistakes to avoid.

Comment “DIVORCE” and I’ll send you the full guide.

09/16/2026

Did you know you may be able to access your 401(k) before age 59½ without the usual 10% early-withdrawal penalty?

Under the Rule of 55, if you separate from your employer during or after the calendar year you turn 55, you may be able to take distributions from that employer’s 401(k) without the additional 10% federal early-withdrawal penalty.

One important detail: if you roll that 401(k) into an IRA first, the Rule of 55 generally no longer applies to those funds.

That is why understanding your options before making a rollover decision can matter.

Want a more detailed explanation of how the Rule of 55 works?

Comment or message me “RULE 55” and I’ll send you the guide.

Know someone approaching retirement? Share this with them.

09/12/2026

🏠 Thinking about helping your child buy a home?

There are several ways parents can make homeownership easier for their kids, but each approach comes with its own considerations.

Before you choose an option, make sure you understand the bigger picture and what could work best for your family.

I put together a free ebook breaking down the different options, including the pros and cons.

💬 Comment CHILD HOME and I’ll send you the ebook.

Hi friends! I’ll be in Denver on Friday, September 11. Anyone near Downtown Denver who’d like to connect and meet up? 😄S...
09/10/2026

Hi friends! I’ll be in Denver on Friday, September 11. Anyone near Downtown Denver who’d like to connect and meet up? 😄

Send me a DM!

09/09/2026

If $10 million landed in your account tomorrow, would you know how to make it last?

Getting money and keeping money are two different skills. Financial discipline and knowledge around saving, taxes, investing, retirement, insurance, college planning, and long-term wealth can make all the difference.

Comment LEARN and I’ll send you details on how to start building stronger financial knowledge.

09/05/2026

Moving back to India with a 401(k)? 🇺🇸➡️🇮🇳

Don’t assume the answer is simply “withdraw it” or “leave it until retirement.”

The right strategy can depend on your age, U.S. tax situation, India tax residency, timing of withdrawals, and long-term plans.

If you’re planning a return to India, this is something worth thinking through before you move.

DM me “401K” and I’ll send you my detailed ebook covering the key options.

Or book a free 30-minute consultation to discuss which approach may fit your situation.

Save this for later and share it with an NRI or H-1B friend planning to return to India.

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.

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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