John Lau, CPA, CFP® - Robertson Stephens Wealth Management, LLC
ID: #1398785
Listed In : Investments
Business Description
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. He and his team specialize in retirement distribution planning for individuals in or near retirement, using a comprehensive approach that includes tax-efficient strategies, estate conservation, portfolio management, and retirement income planning. Prior to joining Robertson Stephens, John was CEO of LFS Wealth Advisors, an SEC-registered investment advisory firm. He is a CPA and CFP® professional with advanced expertise in tax and financial planning. John is also a published author, speaker, and advocate for financial literacy, and founded a nonprofit dedicated to financial education in underserved communities.
Business Hours
Monday : 09:00 - 17:00
Tuesday : 09:00 - 17:00
Wednesday : 09:00 - 17:00
Thursday : 09:00 - 17:00
Friday : 09:00 - 17:00
Saturday - Closed
Sunday - Closed
