Ted Lew, CFP®

Senior Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Ted Lew is a wealth management financial advisor based in San Ramon, CA.

Ted became part of CAPTRUST in 2019 when Watermark Asset Management joined CAPTRUST. He serves as a senior 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™

Resources

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