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.

Musicians

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

Email Me

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.

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Professionals

Professionals

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights