Meet Jonathan

MassMutual financial professional.

Certified Financial Planner

Jonathan D. Lau

MSFS, AEP®, CPWA®, CFP®

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Focus areas

Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning

Languages

English

Professional Story

I have been blessed to have great values instilled upon me by my father and grandfather. I learned the importance of hard work and to strive for excellence in all that I do, both personally and professionally.

One of my greatest honors is to work with families that my grandfather and father worked with, and fulfill the promises made generations ago. I never got to meet my grandfather, but his legacy and values instilled in our family influences many of my decisions today.

I am happily married to my wife, Meloney, and we have two great kids.  With my free time I like to play golf, travel and dedicate time to our local church.

Academically, I received a Bachelor’s degree from DePauw University and a Master of Science in Financial Planning from The American College. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and hold the Certified Private Wealth Advisor® designation. CA Insurance License#: 4014515, State of Domicile: MI

CRN202805-8729491

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MassMutual Great Lakes

3000 Town Center, Suite 3100
Southfield, MI 48075-1102
Connect with us248-357-7600248-357-7610Get Directions
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Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 3000 Town Center, Suite 3100, Southfield, MI 48075-1102, Phone: 248-357-7600.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.  Agency officers are not officers of MassMutual. 

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.