Matthew A. Lau, CFP®

Senior Vice President at Robertson Stephens
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area
Languages
  • English Native or bilingual proficiency
  • Mandarin Chinese Elementary proficiency
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

LinkedIn User

Matt possesses a natural aptitude for internet marketing, spearheading our content marketing, SEO/SEM and creative asset design efforts. Creative, positive and self-sufficient in his daily activities, he works well without any supervision. He has taken initiatives to lead other interns that he worked with effectively to meet the needs of a growing, collaborative organization. I highly recommend Matt and welcome the next opportunity to work with him again.

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 65
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2015
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    California Department of Insurance
    Sep, 2020
    - Nov, 2024
  • CFP®
    CFP Board
    Jun, 2018
    - Nov, 2024

Experience

  • Robertson Stephens
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Vice President
      • Dec 2022 - Present

      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 www.rscapital.com. Investment advisory services offered through Robertson Stephens Wealth Management, LLC, an SEC-registered investment advisor. Show less

  • LFS Wealth Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Aug 2015 - Dec 2022

      LFS Wealth Advisors is a comprehensive wealth management firm serving the San Francisco Bay Area. Our total solutions approach integrates tax planning/tax reduction strategies, estate conservation planning and retirement planning with investment strategies to help achieve optimal wealth management results.

    • Marketing Associate
      • Jan 2015 - Aug 2015

      Initially taken on as a contractor, I now work full-time in the marketing department. I created our website http://lfsfinance.com and curate SEO, SharpSpring (email templates, workflow, nurture campaigns), social media updates, and visual content creation (photos, Adobe PhotoShop, videos).LFS Asset Management is a full service Wealth Management Firm in the San Francisco Bay Area whose Goal-Based Planning includes Employee Stock Options Planning, Exit Strategies for retirees, and Exit Planning for business owners. Show less

    • Marketing Contractor
      • Sep 2014 - Dec 2014

      Managed social media (Twitter, Facebook, Google+, LinkedIn, WordPress), worked on projects regarding Photoshop, video editing, design, HTML, SEO. Took photos at events.

  • Badgeville
    • United States
    • Software Development
    • 1 - 100 Employee
    • Marketing Intern, Gamification for Community Engagement
      • Jun 2014 - Dec 2014

      My time at Badgeville was spent as a marketing intern; this primarily meant churning out a steady stream of quality written content for the blog, eBook, and website while tending to other projects such as maintaining the Gamification Wiki, creating email campaigns using Salesforce and Marketo, staying present on social media, and researching and presenting market/competitive analyses. Badgeville is the #1 business gamification company with 100s of leading enterprise customers. Badgeville's gamification solutions optimize user engagement and employee engagement insights with key enterprise systems such as online communities, CRM, HR management, learning education management, and call center customer support operations. Please feel free to connect with me above if you would like to discuss my work, gamification use cases, examples, or would otherwise like to obtain gamification education. Show less

  • Voxogo ApS
    • Copenhagen Area, Denmark
    • Marketing/Human Resources
      • Oct 2013 - Dec 2013

      While at Voxogo, I created an intern recruitment video, from concept to production, using iMovie, created and edited web content using Adobe Photoshop and MSOffice, drafted press release templates, and researched competing social media accounts. While at Voxogo, I created an intern recruitment video, from concept to production, using iMovie, created and edited web content using Adobe Photoshop and MSOffice, drafted press release templates, and researched competing social media accounts.

  • The Little Gym of South San Jose
    • San Jose, CA
    • Birthday Staff
      • Nov 2012 - Aug 2013

      • Facilitated birthday parties, setup, and take-down for children ranging from ages 1-12 • Led gym activities while spotting and coaching • Decorated party room and served food and beverages to party guests • Closed the gym • Facilitated birthday parties, setup, and take-down for children ranging from ages 1-12 • Led gym activities while spotting and coaching • Decorated party room and served food and beverages to party guests • Closed the gym

Education

  • Bellarmine College Preparatory
  • Santa Clara University
    Bachelor of Science (B.S.)

Community

You need to have a working account to view this content. Click here to join now