San Ramon, CA
The Robertson Stephens’ San Ramon and Burlingame offices aim to help our clients achieve optimal wealth management results using a Total Solution Approach that includes income tax planning, estate conservation planning, retirement distribution planning, and professional portfolio management. John Lau, CPA, CFP® and his team specialize in serving clients in or near retirement.
We implement a collaborative approach to managing your wealth, partnering with your family, attorneys, estate planners, and accountants. Our staff consists of experienced advisors with a “hands-on” approach to financial guidance. Our team members are knowledgeable and truly care about helping our clients achieve their goals. We help our clients stay focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their financial goals and dreams.
Click here for Fortune Financial Services’ CRS form. Securities offered through Fortune Financial Services, Inc. Member FINRA / SIPC. Robertson Stephens and Fortune Financial Services, Inc. are separate entities.
Areas of Expertise
- Estate Conservation
- Income Tax Planning
- Portfolio Management
- Retirement Distribution Planning
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