Broker Check
Samuel Lau

Samuel Lau

Sales Manager

Over the past two decades, Samuel Lau has built his practice advising doctors, dentists, and small-business owners. He joined our firm and took on the role of agency director in 2016. Since then, he’s been a member of the nationally recognized Society 1851/Blue Chip Council. He’s also been the recipient of the Top of Council Awards, the highest level of recognition, for three consecutive years.

Samuel specializes in a full range of financial planning solutions, including retirement planning, tax-management strategies, asset protection, premium financing, and estate planning. Over the course of six years, his team managed to approve over a billion dollars in life insurance in force for their valued clients. Prior to joining our firm, he was the VP premier wealth advisor of HSBC Bank USA, a top producing wealth advisor in HSBC nationwide, and winner of the HSBC Sales Excellence & Leadership Club awards for five consecutive years during his tenure there.

CA Insurance Lic #: 0E23335
Domicile in CA