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Ryan Lau
Financial Advisor
Ryan Lau has been in the financial services industry since 2007, and has received numerous accolades since joining Equitable Advisors in 2008. Ryan is also a member of the "Elite Producer Group" (EPG). The EPG is a membership of top producers that are the most distinguished and respected financial advisors with Equitable Advisors.
In addition to working with high net-worth individuals, Ryan is part of a team known as the Retirement Benefits Group (RBG), a specialized division of Equitable Advisors. The RBG works with local nonprofit and public school employees to help them build strategies to meet their financial goals throughout their employment and retirement years.
“Being involved in a collegiate sport has taught me the value of teamwork and dedication. My team is committed to developing long-term relationships with our client's to fulfill all aspects of their financial needs.”
“Our goal is to provide individuals, business owners and corporations with comprehensive insurance, investment and wealth preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.”
Services Ryan offers:
Retirement plan rollovers (DROP participants and corporate employees)
Investment Review Services
Mutual Funds
Investment Accounts and Advisory Programs
Life Insurance Reviews
Long Term Care Insurance
401(k) Plan Evaluations
Wealth Accumulation, Preservation and Transfer Strategies
Education:
Bachelors Degree in Finance, University of South Florida
Graduated with Honors from University of South Florida
Accreditation and Professional Affiliations:
Financial Industry Regulatory Authority (FINRA) registrations series 6, 7, 63 and 65
Life, Health, and Variable Annuity Insurance License: Florida
Retirement Benefits Specialist-Tax Sheltered Plans
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
California Insurance License #: 4077439
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Equitable Advisors is not owned or operated by Equitable Advisors, LLC or its affiliates.