Ted Lew
- Role
- Vice President Financial Advisor at CAPTRUST
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Ted Lew
As a senior vice president at CAPTRUST, I am committed to building lasting relationships…
Experience
Vice President Financial Advisor
Dec 2018 — Present
I\'m a CFP® practitioner and fiduciary financial advisor specializing in financial planning and private wealth management. We prepare financial plans, retirement projections, and investment strategies for high-net-worth clients and for those who want to get there. I specialize in working with engineers and scientists, who appreciate the granular focus on the numerical nature of planning.
Education
Saint Mary's College of California
Bachelor of Arts (BA), Management
2001 — 2004
Bryant University
Certificate in Financial Planning, Required curriculum to sit for the CERTIFIED FINANCIAL PLANNER(tm) designation examination.
2014 — 2015
Florida State University - Herbert Wertheim College of Business
Master of Science (MS), Risk Management and Insurance
2005 — 2008
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