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  • With CAPTRUST Since 2019
  • 925.648.4730
  • 2010 Crow Canyon Pl, Suite 210 San Ramon, CA 94583

Ted Lew, CFP®

Ted Lew, CFP®

Vice President,
Financial Advisor

  • Los Angeles, CA
  • Les Miserables | Sophie’s Choice
  • Theodore Roosevelt, Jimmy Stewart, and Sacagawea
  • “There are no secrets to success. It is the result of preparation, hard work, learning from failure.” - Colin Powell
  • Kindness to others, open minded, and willingness to work hard towards goals

Financial Advisors

Ted is a wealth management advisor who works out of the San Ramon, CA office.

Ted became part of CAPTRUST in 2019 when Watermark Asset Management joined CAPTRUST. He serves as a vice president, financial advisor responsible for providing investment advisory services and comprehensive wealth management services to high-net-worth individuals and families. Ted’s extensive experience in risk management and insurance gives him a critical eye in evaluating his clients’ insurance portfolios. He also has significant expertise in retirement planning having worked as a participant advisor for many 401(k) plans at large institutions.  

Prior to joining Watermark Asset Management in 2013, Ted was a financial advisor with VALIC. He has also held positions with Principal Financial Group and Allstate Insurance. Ted and his wife are very proud of their four children, who are all successful young adults. When he’s not at work he enjoys reading, hiking, and spending time with his family.  

Education

  • Bachelor of Arts in business management from Saint Mary’s College of California
  • Certificate of Financial Planning from Bryant University
  • Master of Science in risk management and insurance from Florida State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™