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John Lau is the principal and President 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”.

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”, and was named one of the “Ten Most Trustworthy Wealth Managers in Northern California” in Spirit Magazine (2006) Southwest Airlines.

LFS Asset Management is a leading full service Wealth  Management Firm in the San Francisco Bay Area serving the Peninsula, Silicon Valley and San Francisco. Our team uses a comprehensive approach to coordinate investment strategies with tax saving and estate conservation  planning.  Our goal is to help our clients  optimize between wealth accumulation and capital preservation.

 

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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