Matthew A. Lau, CFP®, Enrolled Agent

Experience

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  Voxogo ApS

  Oct 2013 - Dec 2013

  Marketing/Human Resources

  While at Voxogo, I created an intern recruitment video, from concept to production, using iMovie, created and edited web content using Adobe Photoshop and MSOffice, drafted press release templates, and researched competing social media accounts.

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  Badgeville, #1 in Business Gamification

  Jun 2014 - Dec 2014

  Marketing Intern, Gamification for Community Engagement

  My time at Badgeville was spent as a marketing intern; this primarily meant churning out a steady stream of quality written content for the blog, eBook, and website while tending to other projects such as maintaining the Gamification Wiki, creating email campaigns using Salesforce and Marketo, staying present on social media, and researching and presenting market/competitive analyses. Badgeville is the #1 business gamification company with 100s of leading enterprise customers. Badgeville's gamification solutions optimize user engagement and employee engagement insights with key enterprise systems such as online communities, CRM, HR management, learning education management, and call center customer support operations.Please feel free to connect with me above if you would like to discuss my work, gamification use cases, examples, or would otherwise like to obtain gamification education. Show less

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  LFS Asset Management

  Sept 2014 - Aug 2015

  Initially taken on as a contractor, I now work full-time in the marketing department. I created our website http://lfsfinance.com and curate SEO, SharpSpring (email templates, workflow, nurture campaigns), social media updates, and visual content creation (photos, Adobe PhotoShop, videos).LFS Asset Management is a full service Wealth Management Firm in the San Francisco Bay Area whose Goal-Based Planning includes Employee Stock Options Planning, Exit Strategies for retirees, and Exit Planning for business owners. Show less

  • Marketing Associate

    Jan 2015 - Aug 2015

  • Marketing Contractor

    Sept 2014 - Dec 2014
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  LFS Wealth Advisors

  Aug 2015 - Dec 2022

  Financial Advisor

  LFS Wealth Advisors is a comprehensive wealth management firm serving the San Francisco Bay Area. Our total solutions approach integrates tax planning/tax reduction strategies, estate conservation planning and retirement planning with investment strategies to help achieve optimal wealth management results.

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  Robertson Stephens

  Dec 2022 - now

  Senior Vice President

  Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent digital platform. We uphold the fiduciary standard, always putting our clients' best interest before our own. Our foundation is built on a partnership philosophy, where we are dedicated to generating long-term value for our clients, team and community. We believe in a broad and deep perspective of wealth that includes legacy, family, relationships and ultimately your well-being. Our vision is a better future for you, where you can enjoy your wealth now, and for years to come. For more information, please visit www.rscapital.com.Investment advisory services offered through Robertson Stephens Wealth Management, LLC, an SEC-registered investment advisor. Show less