John Lau, CPA, CFP, Robertson Stephens
-
3223 Crow Canyon Road
, Suite 245
San Ramon, California 94583 - (925) 800-7470
- Website
Hours
Chamber Rating
About
John Lau, CPA, CFP, Robertson Stephens
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning.Prior to joining Robertson Stephens, John was CEO of LFS Wealth Advisors, a SEC registered investment advisor headquartered in San Ramon, CA. John’s team also served his Bay Area clients from an additional office location in Burlingame, CA.John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP) professional. He received his B.Sc., (Accounting) from California State University, Fresno, and Master of Science in Taxation from Golden Gate University. John is a public speaker on financial topics and has authored numerous financial books and booklets, including Winning the Retirement Race Between Time and Money; What Should I Do Before Anything Happens to Me; Suddenly Single; IRA Survival Guide After the SECURE Act, and more.John is a firm believer in financial literacy. He was a co-chair of the California Society of CPA’s Financial Literacy Committee. He also founded Financial Aptitude Training (FiAT), a Sec. 501(c)(3) non-profit organization teaching financial literacy to adults and teens in underserved communities. John enjoys reading, playing with his pets, and music. He lives with his wife in Danville, CA.
Contact Info
- (925) 800-7470
- [email protected]
- Website
Questions & Answers
Q What is the phone number for John Lau, CPA, CFP, Robertson Stephens?
A The phone number for John Lau, CPA, CFP, Robertson Stephens is: (925) 800-7470.
Q Where is John Lau, CPA, CFP, Robertson Stephens located?
A John Lau, CPA, CFP, Robertson Stephens is located at 3223 Crow Canyon Road, Suite 245, San Ramon, California 94583
Q What is the internet address for John Lau, CPA, CFP, Robertson Stephens?
A The website (URL) for John Lau, CPA, CFP, Robertson Stephens is: http://www.rscapital.com
Q What days are John Lau, CPA, CFP, Robertson Stephens open?
A John Lau, CPA, CFP, Robertson Stephens is open:
Monday: Closed
Tuesday: 9:00 AM - 7:00 PM
Wednesday: 9:00 AM - 9:00 AM
Thursday: 9:00 AM - 9:00 AM
Friday: 9:00 AM - 9:00 AM
Saturday: 9:00 AM - 9:00 AM
Sunday: Closed
Hours
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John Lau, CPA, CFP, Robertson Stephens
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