Ted Lew, CFP®
Financial Advisor, Watermark Asset Management, San Ramon CA
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About MeI 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.
- Should You Save For Retirement Or Pay Off Debt?Answered March 3, 2016
- Can I Rollover My 401(k) To A Roth IRA?Answered March 3, 2016
- Will AAA Insurance Cover A Broken Pool Water Pipe That Has Caused Damage To Our House?Answered March 3, 2016