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    Lfs Asset Management

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    Description

    • 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 savings and estate conservation planning. Our goal is to help clients optimize wealth accumulation and capital preservation.For over 25 years, the professionals at LFS have specialized in helping our clients avoid costly mistakes as they plan for their future.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.Please feel free to contact us for a complimentary consultation.Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. LFS Asset Management and Fortune Financial Services, Inc. are separate entities and are not affiliated.
    • location

      Headquarters:577 Airport Boulevard Suite 150, Burlingame, California, United States

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    • Lfs Asset Management phone

      Phone Number: +1 650-344-1700

    • Lfs Asset Management website

      Website: https://www.lfsfinance.com

    • Lfs Asset Management employees

      Employees:12

    • Lfs Asset Management revenue

      Revenue:$1 - 10M

    • Lfs Asset Management legal name

      Legal Name:Lfs Asset Management

    • Lfs Asset Management's Social Media

      Lfs Asset Management linkedin Lfs Asset Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523120  |

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    Person level website identification

    CEO for Lfs Asset Management

    John Lau

    Founder, President And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Becca Campbell

    Financial Literacy Director

    Kantha Pillay

    Fleet Administrator Manager

    Nicholas Cheung

    Portfolio Manager

    Frequently Asked Questions regarding Lfs Asset Management

    • Where are Lfs Asset Management's Headquarters?

      Lfs Asset Management's Headquarters are in 577 Airport Boulevard Suite 150,Burlingame,California,United States

    • What is Lfs Asset Management's phone number?

      Lfs Asset Management's phone number is +1 650-344-1700

    • What is Lfs Asset Management's official website?

      Lfs Asset Management's official website is https://www.lfsfinance.com

    • What is Lfs Asset Management's Revenue?

      Lfs Asset Management's revenue is $1 - 10M

    • What is Lfs Asset Management's NAICS code?

      Lfs Asset Management's NAICS code is 523120

    • How many employees are working in Lfs Asset Management

      Lfs Asset Management has 12 employees

    • What is Lfs Asset Management's Industry?

      Lfs Asset Management is in the industry of Financial Services

    • Who is Lfs Asset Management's CEO?

      Lfs Asset Management's CEO is John Lau

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