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Tom Lau

Tom Lau

Managing Partner


California State Polytechnic University 
B.S. Finance
Tom Lau was a Vice President, Financial Consultant with the Private Client Group within Fidelity Investments in Orange County, California.  Prior to his 10-year tenure with Fidelity Investments, he was a financial advisor with Morgan Stanley as well as EP Wealth Advisors. 
Tom also serves as an member of the UCI Planned Giving Advisory Council.
Tom and his wife live in Irvine, California with their two children.