Tessara Financial Advisors, Inc.

Tessara Financial Advisors, Inc. (CRD# 113010) is a financial advisory firm headquartered in Larkspur, CA. They manage $78,180,268 in 166 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $470,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Tessara Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence A. Krause
CRD#: 275153
1001 Bayhill Dr, Suite 170, San Bruno, CA 94066
76
Wealthminder
score

Lawrence Krause (CRD# 275153) is an Investment Advisor Representative working at Tessara Financial Advisors, Inc. in San Bruno, CA and has over 34 years of experience in the finance industry. Lawrence Krause has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gisela I. Lake
CRD#: 1121376
1001 Bayhill Drive, Suite 170, San Bruno, CA 94066
66
Wealthminder
score

Gisela Lake (CRD# 1121376) is an Investment Advisor Representative working at Tessara Financial Advisors, Inc. in San Bruno, CA and has over 18 years of experience in the finance industry. Gisela Lake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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