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John Lau is the principal and Managing Director of LFS Asset Management and LFS Tax Services, LLC. John is a Certified Financial Planner®, CPA and Registered Investment Advisor (RIA). John is a published author and his latest book is titled “Strategies for Successful Retirement Before, During and After”, and his next book is due out later this year.

John has been a contributing author of financial and tax articles for the Peninsula edition of the San Francisco Examiner. He was named the “Green Beret of IRA” by IRA guru Ed Slott in his book “Parlay Your IRA Into a Family Fortune”, (2006, Chapter 13, page 219) and was named one of the “Ten Most Trustworthy Wealth Managers in Northern California” by a survey conducted, in Spirit Magazine (2006) Southwest Airlines. 

LFS Asset Management is a full service Wealth Management Firm in the San Francisco Bay Area serving the Peninsula, Silicon Valley and San Francisco. The firm’s Goal-Based Planning includes Employee Stock Options Planning, Exit Strategies for retirees, and Exit Planning for business owners.

Our team uses a fully integrated approach that coordinates financial strategies with Tax Planning and Estate Conservation.

CLIENT SERVICES:

  • Financial Planning
  • Tax Planning and Preparation
  • Estate Planning
  • Investment Strategies
  • IRA Legacy Planning
  • Retirement Planning
  • Employee Stock Options Planning
  • Profit Sharing  Management

Meet Our Team

We are dedicated to providing client education and helping people with financial literacy. Please visit our Online Learning Center for information, or join us at one of our Live Seminars:

ATTEND one of our LIVE SEMINARS held at different locations around the San Francisco Bay Area...

CLICK HERE FOR UPCOMING EVENTS

 


 

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