LFS Asset Management

Burlingame, United States

5

7 reviews

Contacts

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Telephone:
+1 650-344-1700
Website:
www.lfsfinance.com
Address:
577 Airport Blvd Ste 150, Burlingame, CA, 94010
Nearby public transportation stops & stations:
0.6 miBurlingame
1.1 miBroadway
1.7 miSan Mateo
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Today

Today –
Local time (Burlingame) –

Business hours

Monday 8:00 am – 5:00 pm
Tuesday 8:00 am – 5:00 pm
Wednesday 8:00 am – 5:00 pm
Thursday 8:00 am – 5:00 pm
Friday 8:00 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

LFS Asset Management is a full service Wealth Management Firm serving the Peninsula, Silicon Valley and San Francisco. The firm’s Goal-​Based Planning includes Employee Stock Options Planning, Exit Strategies for Retirees, Portfolio Management and Exit Planning for Business Owners, with a fully integrated approach that coordinates financial strategies with Tax Planning and Estate Conservation.

History

Established in 1990.

For over 25 years, the professionals at LFS have specialized in helping clients avoid costly mistakes as they plan for their future. We serve clients in the San Francisco Bay Area: the Peninsula, Silicon Valley and San Francisco.

Meet the Business Owner

John L.

Business Owner

John Lau is the principal and Managing Director of LFS Asset Management (Registered Investment Advisor) and LFS Tax Services. John is also a Certified Financial Planner® and a CPA. John is a published author and his latest book is titled «A Race Between Time and Money».

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», (2006, Chapter 13, page 219), was named one of the «Ten Most Trustworthy Wealth Managers in Northern California» by a survey conducted in Spirit Magazine (2006) Southwest Airlines, and was named a 5 Star Wealth Manager in Northern California in 2014.

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Browse nearby places:
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7 reviews of LFS Asset Management

No registration required
Place rating: 5
Union City, CA
I wasn’t sure what steps should be taken for my finances, I just knew I should get started… LFS was very open and welcoming with my lack of experience and guided me through the process! There was absolutely NO sales pressure, it felt more like an informational session and I feel like my well-​being really is their goal. Mike Stephens opened a retirement account for me and told me step by step what was happening. While I was there, I was mentioned my confusion about a recent change to contract work and how it affected my tax situation, and their tax person popped her head out and had a helpful discussion with me about it! It’s a smaller firm but VERY professional, comfortable and personal — I called to ask some follow up questions and was immediately able to talk to Mike, who remembered me well and answered my question courteously.
All in all, if you’re looking to get started, don’t be scared to walk in to LFS Asset Management; they are very knowledgeable and helpful. They have the feel of a small, personal company but the capacity to be as good (if not better) than a larger firm.
Place rating: 5
Union City, CA
When I met John Lau back in January I thought «WOW, what a professional company.»
Excellent service is hard to come by nowadays, so I was impressed by the service I received. Their whole team was very helpful and courteous to my needs.
John is pretty knowledgeable about what he does and seems to genuinely care about me as a client. I highly recommend him to anyone that is looking for portfolio management services. He is the GO — TO guy!
Place rating: 5
Daly City, CA
We have been with LFS Asset Management for four years, and have profited from Mr. Lau’s knowledge, service and consideration. From quarterly reviews to tax planning, management services for our portfolio, and informative seminars, John Lau has provided us with good advice, great explanations and wonderful service. His office staff and associates are so helpful and pleasant, doing any business at his office is a pleasure. We trust his advice since it is based on extensive knowledge, research and preparation. We highly recommend Mr. Lau for any financial planning needs you may have.
Place rating: 5
Millbrae, CA
I was new to the Bay Area when I decided to file my taxes with LFS. I am extremely pleased with their service so far! The service charge is very reasonable, and the staff is very accommodating. Noellia their receptionist was very warm and helpful, and even remembered me when I came back this year. Helen Lau did an excellent job and the process was very efficient. I strongly recommend this company versus any franchise tax service companies. Not only was this a pleasant environment but its inexpensive for the luxury service.
Place rating: 5
Sunnyvale, CA
Now with 3 seminars under my belt I continue to find and enjoy the useful and very applicable content of the seminar titles. I am amazed at the amount of free and detailed content provided… without sales pressure of any kind, even to the point of offering a free, no-​obligation consultation before any further decisions are made. John Lau is an obvious dedicated and knowledgeable professional as are the support staff that I have encountered.
Place rating: 5
San Bruno, CA
I’ve been on the team at LFS Asset Management for a year now and I am still excited to come to work every day.
It’s a positive environment and the owner is all about teamwork.
My favorite part of working here is interacting with clients; a satisfied client is a joy to interact with.
As a boss, John Lau is innovative, bright, and empowering. He makes me want to be more than I thought I could be. I am blessed to be on the team at LFS. I hope to be around for many years.
Place rating: 5
South San Francisco, CA
Kalvin is beyond nice! I found him on Kingdom Advisors website, so HKB and I went in for a consultation. Our assets are below what he normally manages, but he still offered so much helpful information on our basic financial questions. He is very passionate about his work, so we trust his advice in helping us to be good financial stewards.