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 "*" indicates required fields Name* First Last PhoneEmail* OrganizationSubjectYour MessagePhoneThis field is for validation purposes […]
Michael Stephens
Mike is a Vice President at Robertson Stephens. Mike’s responsibilities include onboarding new clients, move money, and supporting existing clients’ requests and needs. Prior to joining Robertson Stephens, Mike was an Operations Support advisor for LFS Wealth Advisors in Burlingame, CA. Previously, Mike worked for Hewlett Packard doing contracted technical support for the City and […]
Jennifer Spence
Jen is a Vice President at Robertson Stephens. 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, Jen was the Marketing Director at LFS Wealth Advisors in Burlingame, California, managing the firm’s […]
Carmen Liu
Carmen is an Analyst at Robertson Stephens, supporting the advisory team. She works cross-functionally with the other advisors in her team to onboard new clients and advise high-net-worth individuals by coordinating strategies in financial planning, investment management, tax planning, and estate planning. Prior to working at Robertson Stephens, Carmen was a paraplanner at LFS Wealth […]
Mark Ledbetter
Mark is an Analyst at Robertson Stephens. He helps San Ramon/Burlingame office ensure that high-net-worth clients have the best experience possible, which includes client onboarding, investment management and coordinating strategic plans. Prior to working at Robertson Stephens, Mark was an agent and registered representative at New York Life. His positions required him to get involved […]
Matthew Lau, CFP®, EA
Matt is a Senior Vice President at Robertson Stephens. 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, Matt spent eight years at LFS Wealth Advisors in the San Francisco Bay Area where he was part of […]
John Lau, CPA, CFP®
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution […]
Helen Lau
Helen is a Senior Vice President at Robertson Stephens. 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 Stephens, she was […]
Diana Cason
Diana is a Vice President at Robertson Stephens. 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 business model. Prior […]