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LFS Asset Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

LFS Asset Management operates as a financial services firm focused on wealth management in the San Francisco Bay Area, serving the Peninsula, Silicon Valley, and San Francisco. The firm emphasizes a comprehensive approach that coordinates investment strategies with tax planning and estate conservation to help clients optimize wealth accumulation and preserve capital over time. Its principals include John Lau, a Certified Financial Planner, CPA, and registered investment adviser, who leads the organization and contributes to broader financial discussions through published works and articles. Based in Burlingame, California, the company serves individual clients and maintains a relationship with Fortune Financial Services, Inc. as the securities distribution channel, while noting that LFS Wealth Advisors and Fortune Financial Services are separate entities. A recent development noted is the firm’s response to market conditions around March 2020, with a published update addressing coronavirus impacts on markets. The firm has a long-standing presence in the region, with more than two decades of experience in helping clients avoid costly mistakes in planning for the future.

Find LFS Asset Management employees' phone numbers or email addresses

LFS Asset Management Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Africa
2

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  • South Africa
    2

Asia
1

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  • India
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

LFS Asset Management's Leadership

  • Stylized image of a person
    J. L. C. C. R.
    Founder President And Chief Executive Officer
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  • Stylized image of a person
    B. C.
    Financial Literacy Director
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  • Stylized image of a person
    R. R.
    Financial Literacy Director
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  • Stylized image of a person
    M. Y.
    Office Administrator
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  • Stylized image of a person
    P. Y.
    Marketing Assistant
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  • Stylized image of a person
    M. S.
    Broker And Investment Services
    Phone icon

LFS Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Business
  • Community & Social Services

Contact profiles from LFS Asset Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L. C. C. R.
    Founder President And Chief Executive Officer
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    B. C.
    Financial Literacy Director
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    R. R.
    Financial Literacy Director
    Phone icon
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    M. Y.
    Office Administrator
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    P. Y.
    Marketing Assistant
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    M. S.
    Broker And Investment Services
    Phone icon
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is LFS Asset Management known for?

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LFS Asset Management was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 577 Airport Boulevard Suite 150 Burlingame, California 94010 United States; you can contact the main corporate office by phone at . Explore LFS Asset Management's company overview page for more information.

What is LFS Asset Management's most common email format?

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LFS Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LFS Asset Management email formats with LeadIQ.

How many employees does LFS Asset Management have currently?

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LFS Asset Management has approximately 11 employees as of February 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are LFS Asset Management's key employees and leadership?

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As of February 2026, LFS Asset Management's key employees include:

  • Founder President And Chief Executive Officer: J. L. C. C. R.
  • Financial Literacy Director: B. C.
  • Financial Literacy Director: R. R.
  • Office Administrator: M. Y.
  • Marketing Assistant: P. Y.

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