Our Offices
Burlingame, CA
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1350 Bayshore Highway, Suite 210
Burlingame, CA 94010
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Areas of Expertise
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Retirement Distribution Planning -
Income Tax Planning and Preparation -
Estate Planning -
Risk Management -
Portfolio Management
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Serving individuals and small business owners in the San Francisco Bay Area
The Robertson Stephens San Ramon and Burlingame offices help clients achieve optimal wealth management results using a comprehensive approach to planning that includes proven strategies in income tax reduction planning, estate conservation planning, retirement distribution planning, and professional portfolio management. We help an exceptional clientele of individuals in or near retirement, business owners, and others with the complex challenges unique to stewarding significant wealth.
Our staff consists of experienced advisors with a “hands-on” approach to financial guidance. Our team members are knowledgeable and dedicated to helping our clients achieve their goals, secure their legacies, and stay informed of new developments in tax, financial, and economic matters.
We look forward to learning about your needs and how we can leverage our solutions and resources to create a plan built for you.
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.
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Client Testimonials
“John and his team at Robertson Stephens know the market; they have tools and resources that an individual cannot begin to tap. The team is knowledgeable, available, responsive, and totally professional in tackling vexing financial dilemmas. My only regret is not becoming a client of Robertson Stephens sooner. I not only trust John and his team at Robertson Stephens implicitly to protect and grow my assets, but they are also managing my daughter’s assets.”
– Client since 2018
“There is much I appreciate about John Lau and his team’s management of my financial assets. The ongoing portfolio reviews are very helpful by providing outlook and clarification when needed. I greatly appreciate the assistance received when I’ve had questions, concerns, or needed information about financial issues. Everyone is very kind and helpful…”
– Client since 2022
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