About |
LFS Asset Management is a full service Wealth Management Firm serving the San Francisco Bay Area. The firm’s Goal-Based Planning includes investment management, employee stock options planning, exit strategies for retirees, and exit planning for business owners, with a fully integrated approach that coordinates financial strategies with tax planning and estate conservation.
John Lau is the principal and Managing Director of LFS Asset Management, a Registered Investment Advisory and Professional Accountancy Corporation. John is a Certified Financial Planner®, CPA, with a M.S. in taxation, is the Chapter Co-Chair for California Society for CPAs State Financial Literacy Committee, and volunteers for FiAT, a local non-profit Financial Literacy organization. John is a published author and his latest book is titled "A Race Between Time and Money"-www.aracebetweentimeandmoney.com