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Ted Lew, CFP®Vice President, Financial Advisor

  • 2010 Crow Canyon Pl, Suite 210
    San Ramon, CA, CA 94583

Ted became part of CAPTRUST in 2019 when Watermark Asset Management merged with 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
  • Master of Science in risk management and insurance from Florida State University
  • Certificate of Financial Planning from Bryant University 

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNERTM

Personal Profile

Hometown:
Los Angeles, CA
Favorite Book or Movie:
Les Miserables | Sophie's Choice
Ideal Dinner Guest:
Theodore Roosevelt, Jimmy Stewart, and Sacagawea
Words to Live By:
“There are no secrets to success. It is the result of preparation, hard work, learning from failure.” - Colin Powell
Qualities I Admire in People:
Kindness to others, open minded, and willingness to work hard towards goals