portrait of David S Tam
FINANCIAL ADVISOR

David S Tam

AAMS™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Intergenerational Planning
  • Divorce Finances

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Real Estate
  • Traveling
  • Baseball
  • Running
  • Electronics

Team Members

  • Sarah Karpicus
    Registered Branch Associate
  • Rita Sulaiman
    Sr. Branch Office Administrator
  • Jasmin Bonn
    Branch Office Administrator
  • Kayla Ward
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(619) 521-1343

Fax

(877) 593-3394

Office Address

4134 Adams Avenue Suite 104
San Diego, CA 92116opens in a new window

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