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About the San Ramon and Burlingame Offices
Our offices help clients achieve optimal wealth management results using a comprehensive approach to planning that includes proven strategies in income tax reduction planning, estate conservation planning, retirement distribution planning, and professional portfolio management. We help an exceptional clientele of individuals in or near retirement, business owners, and others with the complex challenges unique to stewarding significant wealth.
Our staff consists of experienced advisors with a “hands-on” approach to financial guidance. Our team members are knowledgeable and dedicated to helping our clients achieve their goals, secure their legacies, and stay informed of new developments in tax, financial, and economic matters.
John Lau, CPA, CFP®
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning. John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional.
Matt Lau, CFP®, EA
Matt is a Senior Vice President at Robertson Stephens’ San Ramon and Burlingame. He uses a holistic approach to advise high-net-worth individuals by coordinating strategies in financial planning, investment management, tax planning, and estate planning. Matt is a CFP®, an Enrolled Agent, and holds the Series 65 Investment Adviser Representative license.
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Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. Please consult with your investment, tax and legal advisors in regard to your own personal circumstances. The information contained herein was compiled from sources believed to be reliable, but Robertson Stephens does not guarantee its accuracy or completeness. Investing entails risks, including possible loss of principal. Past performance does not guarantee future results. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2025 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.
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