As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
I am originally from San Francisco and have lived in San Diego since 2000. Growing up, I helped my parents run their gift shop in Chinatown, building my financial foundation at the cash register. After attending University of California San Diego, I started my career with Bank of America in 1996, working my way up from teller to senior personal banker. I joined Edward Jones in 2003 as a financial advisor, opening a branch in San Diego. I am proud to help individuals, families and business owners make sound financial decisions through every chapter of their lives.
Whether your goal is to retire early, educate your children, manage your income in retirement or save money on taxes, I will meet with you face-to-face and use our 5-step process to offer personalized solutions. Clients tell me they appreciate that I have the ability to simplify their financial lives by helping them consolidate accounts and keeping them informed so they understand their financial strategy. My skill set as a financial advisor is backed by the expertise of Edward Jones, a firm that has helped individuals plan for their financial future since 1922.
I am dedicated to contributing and giving back to the San Diego community. I currently serve as commissioner for the San Diego Funds Commission. I also served as a past vice president for the Mira Mesa Town Council and board member of the Asian Business Association, San Diego. I am also a Circle Patron of the Old Globe Theatre in San Diego.
I earned my bachelor’s degree in economics from the University of California, San Diego. I also earned the AAMS™ professional designation in 2006 from the College for Financial Planning. In addition, I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking. (2022 Forbes Best-in-State Wealth Advisors for California, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.)
- Wealth Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Intergenerational Planning
- Divorce Finances
My Personal Interests
- Real Estate
Phone NumberDavid S Tam at (619) 521-1343
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