Ted Lew, CFP®
Financial Advisor, Watermark Asset Management, San Ramon CA

About Me

I have an extensive experience in risk management and insurance having both been a producer, claims adjuster, and a Financial Planner. As a fee-only advisor, I regularly provide objective fiduciary advice regarding all types of insurance and risk management. EDUCATION / CERTIFICATIONS CERTIFIED FINANCIAL PLANNER ™ Practictioner Master of Science in Risk Management and Insurance Series 65 Investment Advisor Representative California Insurance License - Life and Health.