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Lashkari Wealth Management & Insurance Solutions provides concierge-level financial planning, wealth management, and equity compensation planning to help founders, executives, and families coordinate cash flow, investments, RSUs, and stock options around clear long-term financial goals. The focus is on bringing clarity and structure to complex financial decisions, creating a personalized financial plan that stays aligned with your career, family, and retirement priorities over time.

Beyond core financial planning and portfolio management, the firm specializes in advanced insurance planning, retirement and succession planning for business owners, and estate planning coordination to protect what you have built and how it ultimately transfers. These integrated wealth management services are designed to work together to manage risk, reduce unnecessary taxes, support business continuity, and help you provide for the people and causes that matter most.

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Lashkari Wealth Management, LLC is an independent financial services firm.

For state-specific registration information, visit www.adviserinfo.sec.gov

SEC Investment Adviser Public Disclosure (IAPD)

CA Insurance License #4101914

Lashkari Wealth Management & Insurance Solutions is a DBA of Lashkari Wealth Management, LLC and is not itself a registered investment adviser or broker‑dealer; investment advisory services are offered exclusively through Statera Asset Management, an SEC‑registered investment adviser, and are provided by Alexander Lashkari solely in his capacity as an Investment Adviser Representative of Statera Asset Management. Insurance products and services are offered through appropriately licensed insurance professionals and are separate and distinct from investment advisory services, which are provided only pursuant to a written advisory agreement with Statera Asset Management and the delivery of required disclosures; nothing on this website creates an advisory, brokerage, or fiduciary relationship absent such an agreement.

The information on this website is provided for general informational and educational purposes only, without regard to the objectives, financial situation, or needs of any specific individual, and should not be construed as investment, legal, or tax advice, nor as a recommendation, offer, or solicitation to buy or sell any security or to engage in any specific strategy. Lashkari Wealth Management, LLC does not provide legal or tax advice, and individuals should consult their own qualified attorney, tax professional, and, where appropriate, financial professional before making any decisions; all investments involve risk, including possible loss of principal, and no representation is made that any strategy or outcome will be successful, as past performance does not guarantee or reliably indicate future results.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. For privacy information, please see our Privacy Policy.

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