Jonathan Lau Email & Phone Number
President @ Lau & Lau Associates, LLC
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Jonathan Lau Location
- Bloomfield Hills, MI, US
Jonathan Lau Work
- 2019 -now President @
- 2005 -2019 Wealth Advisor @
Jonathan Lau Education
- The University of Chicago Booth School of Business
(Wealth Management)
2013-2014 - The American College
M.S. (Financial Services)
2009-2013 - DePauw University
B.A. (History)
2000-2004
Jonathan Lau Skills
- Financial Services
- Retirement
- Asset Allocation
- Multi Generational Wealth Transfer
- Wealth Preservation Planning
- Asset Management
- Mutual Funds
- Qualified Retirement Plans
- Investments
- Management
- Estate Planning
- Customer Service
- Wealth Management
- Insurance
- IRAs
- Portfolio Management
- Wealth Accumulation Strategies
- Finance
- Financial Planning
- Retirement Planning
- Personal Financial Planning
- Securities
- Investment Advisory
- Investment Strategies
Jonathan Lau Summary
- Jonathan Lau, based in Bloomfield Hills, MI, US, is currently a President at Lau & Lau Associates, LLC. Jonathan Lau brings experience from previous roles at Lau & Lau Associates, LLC. Jonathan Lau holds a 2013 - 2014 The University of Chicago Booth School of Business. With a robust skill set that includes Financial Services, Retirement, Asset Allocation, Multi Generational Wealth Transfer, Wealth Preservation Planning and more. Jonathan Lau has 1 emails and 2 mobile phone numbers on RocketReach.
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