Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Stephen Luk

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • MA
  • NV
  • NY
  • OR
  • TX

Education

  • Business Administration, Management & Marketing, Portland State Univeristy - School of Business

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Investing
Custom portfolios
Alternative investments
Structured products
Long-term care planning
Business Owners
305 Lytton Ave
Palo Alto, CA 94301
  • (650) 289-7033

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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UBS and Credit Suisse—stronger than ever

Professionals

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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