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
64 Willow Place
Suite 200
Menlo Park, CA 94025
  • (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

Professionals

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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