Robertson Stephens - San Ramon

Robertson Stephens - San Ramon
3223 Crow Canyon Road, Suite 245
San Ramon, CA 94583
M-F 9am-5pm, Sa-Su Closed

Monday: 
9:00 am – 5:00 pm
Tuesday: 
9:00 am – 5:00 pm
Wednesday: 
9:00 am – 5:00 pm
Thursday: 
9:00 am – 5:00 pm
Friday: 
9:00 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

The Robertson Stephens’ San Ramon and Burlingame offices aim to help our clients achieve optimal wealth management results using a Total Solution Approach that includes income tax planning, estate conservation planning, retirement distribution planning, and professional portfolio management. John Lau, CPA, CFP® and his team specialize in serving clients in or near retirement. We implement a collaborative approach to managing your wealth, partnering with your family, attorneys, estate planners, and accountants. Our staff consists of experienced advisors with a “hands-on” approach to financial guidance. Our team members are knowledgeable and truly care about helping our clients achieve their goals. We help our clients stay focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their financial goals and dreams.

Specialties

Estate Conservation
Income Tax Planning
Portfolio Management
Retirement Distribution Planning

Services

Financial Planning
Tax Planning
Wealth Management