DAVID TAM

As the founder of Tam Wealth Management, I believe in truly understanding your financial goals before we talk about investments. Whether you’re planning for a secure retirement or preparing to sell your business, it’s crucial to balance your investment strategy with the right level of risk for your situation. My goal is to create a personalized plan that reflects your long-term vision, be it retiring comfortably, managing income in retirement or exiting your business smoothly.

Originally from San Francisco, I moved to San Diego in 2000, where I’ve built a strong connection with the local community. Growing up, I learned financial responsibility early by helping my parents run their gift shop in Chinatown — an experience that sparked my passion for helping others handle their finances. After earning a degree in economics from the University of California, San Diego, I began my career at Bank of America, where I worked my way up to senior personal banker. In 2003, I became a financial advisor, opening my office in San Diego. These experiences ultimately inspired me to launch Tam Wealth Management, where I now dedicate myself to helping clients achieve their financial goals with a more independent and personalized approach.

I am deeply committed to giving back to my community through leadership, advocacy and philanthropy. I currently serve as chair of the San Diego Funds Commission and have held leadership positions with the Mira Mesa Town Council and the Asian Business Association. As a passionate supporter of the arts, I am proud to be a Circle Patron of the Old Globe Theatre and a supporter of the Cygnet Theatre. Additionally, I serve as the California Chair of the Grassroots Task Force, where I work to amplify the voices of individual investors by advocating at both the state and federal levels during annual visits to Congress.

To further support my clients, I’ve earned both the Accredited Asset Management Specialist™ certification and the Certified Exit Planning Advisor® certification. I’m also honored to have been named to Forbes’ Best-in-State Wealth Advisors ranking for the last three years.*

Whether you’re looking to enhance the value of your business or enjoy a comfortable retirement, I’m here to guide you through every step of your financial journey with personalized, strategic advice.

As the founder of Tam Wealth Management, I believe in truly understanding your financial goals before we talk about investments. Whether you’re planning for a secure retirement or preparing to sell your business, it’s crucial to balance your investment strategy with the right level of risk for your situation. My goal is to create a personalized plan that reflects your long-term vision, be it retiring comfortably, managing income in retirement or exiting your business smoothly.

Originally from San Francisco, I moved to San Diego in 2000, where I’ve built a strong connection with the local community. Growing up, I learned financial responsibility early by helping my parents run their gift shop in Chinatown — an experience that sparked my passion for helping others handle their finances. After earning a degree in economics from the University of California, San Diego, I began my career at Bank of America, where I worked my way up to senior personal banker. In 2003, I became a financial advisor, opening my office in San Diego. These experiences ultimately inspired me to launch Tam Wealth Management, where I now dedicate myself to helping clients achieve their financial goals with a more independent and personalized approach.

I am deeply committed to giving back to my community through leadership, advocacy and philanthropy. I currently serve as chair of the San Diego Funds Commission and have held leadership positions with the Mira Mesa Town Council and the Asian Business Association. As a passionate supporter of the arts, I am proud to be a Circle Patron of the Old Globe Theatre and a supporter of the Cygnet Theatre. Additionally, I serve as the California Chair of the Grassroots Task Force, where I work to amplify the voices of individual investors by advocating at both the state and federal levels during annual visits to Congress.

To further support my clients, I’ve earned both the Accredited Asset Management Specialist™ certification and the Certified Exit Planning Advisor® certification. I’m also honored to have been named to Forbes’ Best-in-State Wealth Advisors ranking for the last three years.*

Whether you’re looking to enhance the value of your business or enjoy a comfortable retirement, I’m here to guide you through every step of your financial journey with personalized, strategic advice.