Vanderbilt is happy to announce one of the newest additions to the firm, Sr. Wealth Advisor, David Lau! David is joining us from Santa Clara, CA.
David has 20 years of experience in financial services. Prior to joining Vanderbilt Financial Group, David worked as a Financial Advisor for Morgan Stanley and most recently with Gladstone Wealth Partners for 18 years and 2 years consecutively. As a Financial Advisor, David specializes in helping his clients achieve their financial dreams and retirement goals. This is done by working with the clients in creating investment and retirement strategies that serve the client’s specific needs. When not working, David likes to travel and make medium-format photography.
“I am excited to join Vanderbilt due to the firm’s commitment to G.R.I.T.T. (Gratitude, Respect, Innovation, Teamwork, and Trustworthiness).” – David Lau
“When speaking with David we saw him as a perfect fit because of his eager embrace of and commitment to Vanderbilt’s culture of G.R.I.T.T.” – Heidi Distante, Chief Executive Officer.