San Ramon, CA
Our Offices San Ramon, Ca Contact US 3223 Crow Canyon RoadSuite 245San Ramon, CA 94583 (925) 800-7470 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Retirement Distribution Planning Income Tax Planning and Preparation Estate Planning Risk Management Portfolio Management Let’s Talk Serving individuals and small business owners in the San Francisco Bay Area The Robertson Stephens […]
Michael Stephens
Mike is a Vice President at Robertson Stephens Wealth Management, LLC. Mike’s responsibilities include onboarding new clients, move money, and supporting existing clients’ requests and needs. Prior to joining Robertson Stephens Wealth Management, LLC, Mike was an Operations Support advisor for LFS Wealth Advisors in Burlingame, CA. Previously, Mike worked for Hewlett Packard doing contracted […]
Jennifer Spence
Jen is a Vice President at Robertson Stephens Wealth Management, LLC. She leads the marketing efforts for the San Ramon and Burlingame offices, working directly with John Lau to define marketing strategies to promote growth and client engagement. Prior to joining Robertson Stephens Wealth Management, LLC, Jen was the Marketing Director at LFS Wealth Advisors […]
Jialin Liu
Jialin is an analyst at Robertson Stephens Wealth Management, LLC, working in advising ultra-high net worth clients in the areas of retirement planning, tax planning, and estate planning. She also supports the team in operations, account maintenance, and client services. Previously, Jialin worked at LFS Wealth Advisors as a paraplanner and financial analyst in San […]
Matthew Lau, CFP®, EA
Matt is a Managing Director at Robertson Stephens Wealth Management, LLC. He uses a holistic approach to advise high-net-worth individuals by coordinating strategies in financial planning, investment management, tax planning, and estate planning. Prior to joining Robertson Stephens Wealth Management, LLC, Matt spent eight years at LFS Wealth Advisors in the San Francisco Bay Area […]
John Lau, CPA, CFP®
John is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in helping individuals and families navigate the financial complexities of retirement through Retirement Income Architecture™, a comprehensive methodology he developed that coordinates investment management, tax planning, retirement […]
Helen Lau
Helen is a Senior Vice President at Robertson Stephens Wealth Management, LLC. She works with John Lau and his team in the San Ramon/Burlingame office. She works with both individual and small businesses with tax preparation and tax planning as well as audit representation with the IRS and Franchise Tax Board. Prior to joining Robertson […]
Diana Cason
Diana is a Vice President at Robertson Stephens Wealth Management, LLC. Diana brings over 20 years of experience in market development and expansion, and 10 years in the financial services industry. She works in new client acquisitions, client retention, and client relations. She is passionate about service-based client relations as a critical part of the […]