Jonathan D. Lau

Credentials:
  • MSFS
  • AEP®
  • CPWA®
  • CFP®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning

Languages: English

Our Team - Private Wealth Services: Lau & Lau Associates, LLC

Jonathan graduated from DePauw University's Honor Scholar Program with a Bachelor of Arts. Following in the footsteps of his grandfather, Donald F. Lau, and his father, David, Jonathan joined Lau & Lau Associates in 2004. He has been integral in developing the firm's robust, institutional private client investment management offerings. In 2013, Jonathan completed the Master of Science in Financial Services degree at The American College (Bryn Mawr, Pennsylvania). In 2014, he completed a graduate level executive certificate program in private wealth management at the University of Chicago Booth School of Business.

Jonathan is the third generation at Lau & Lau Associates and is committed to continuing the firm's legacy of highly personalized client service and comprehensive wealth planning. A Certified Private Wealth Advisor® designee, he specializes in the wealth management process: the accumulation, preservation and transfer of wealth - and greatly enjoys developing long-term client relationships.

Jonathan is a member of the Investment Management Consultants Association®, the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals, and the Financial and Estate Planning Council of Metro Detroit, Inc.

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Lau & Lau Associates

Satellite Office

41000 Woodward Ave Ste 250 East
Bloomfield Hills, MI 48304

CRN201812-186990