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Ellen Yu Lau, CFP®, MBA

Wellspring Consulting

2635 N First Street
Suite 201
San Jose, CA 95134
Phone: (408) 850-8165
Fax: (408) 456-6768

Toll-free: (408) 435-1668

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Cross-border Planning
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: a wide variety of tools for us to implement a customized solution for your investment and retirement needs

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.