Jonathan D. Lau

Certified Financial Planner


Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning


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


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Lau & Lau Associates

41000 Woodward Ave, Ste 250 East Bloomfield Hills, MI 48304
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