LFS Wealth Advisors is a leading full service Wealth Management Firm in the San Francisco Bay Area serving the Peninsula, Silicon Valley and San Francisco. Our team uses a comprehensive approach to coordinate investment strategies with tax savings and estate conservation planning. Our goal is to help clients optimize wealth accumulation and capital preservation. For over 25 years, the professionals at LFS have specialized in helping our clients avoid costly mistakes as they plan for their future. John Lau is the principal and President of LFS Wealth Advisors and LFS Tax Services, LLC. John is a Certified Financial Planner®, CPA and Registered Investment Advisor (RIA). John is a published author and his latest book is titled “Strategies for Successful Retirement Before, During and After”. 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”, and was named one of the “Ten Most Trustworthy Wealth Managers in Northern California” in Spirit Magazine (2006) Southwest Airlines. Please feel free to contact us for a complimentary consultation. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. LFS Wealth Advisors and Fortune Financial Services, Inc. are separate entities and are not affiliated.