Matthew A. Lau

About Matthew A. Lau

I am a CFP® professional, Enrolled Agent, a Registered Investment Advisor Representative,…

Experience

1. Senior Vice President

   Robertson Stephens

   Dec 2022 — Present · Burlingame, CA, US

   Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent digital platform. We uphold the fiduciary standard, always putting our clients\' best interest before our own. Our foundation is built on a partnership philosophy, where we are dedicated to generating long-term value for our clients, team and community. We believe in a broad and deep perspective of wealth that includes legacy, family, relationships and ultimately your well-being. Our vision is a better future for you, where you can enjoy your wealth now, and for years to come. For more information, please visit advisory services offered through Robertson Stephens Wealth Management, LLC, an SEC-registered investment advisor.

Education

• Santa Clara University

  Bachelor of Science (B.S.)

Skills

• Event Planning
• Crm
• Salesforce.com
• Online Marketing
• Psychology
• Spss
• SEO
• Customer Service
• Microsoft Office
• Blogging
• Research
• Powerpoint
• Microsoft Excel
• Facebook
• Data Analysis
• Foosball
• Social Media
• Microsoft Word
• Teamwork
• Email Marketing
• Gamification
• Social Networking
• Social Media Marketing
• Leadership
• Time Management
• Community Outreach
• Public Speaking
• Marketing
• Communication
• Photoshop