Matthew Lau, CFP®, EA - Robertson Stephens Wealth Management, LLC
ID: #1398877
Listed In : Investments
Business Description
Matt is a Managing Director at Robertson Stephens, specializing in holistic wealth management for high-net-worth individuals and families. He integrates financial planning, investment management, tax planning, and estate planning to create coordinated, long-term wealth strategies. Prior to joining Robertson Stephens, Matt spent eight years at LFS Wealth Advisors in the San Francisco Bay Area, focusing on retirement income distribution, estate planning, and multi-generational financial strategies. He is a CFP®, Enrolled Agent, and holds the Series 65 license. Matt also serves on the Rotary Club of San Mateo board and lives in the Bay Area, where he enjoys soccer, cooking, and hockey.
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
