Derek Tam, Cfp
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Derek Tam, Cfp Email & Phone Number

Senior Vice President, Senior Wealth Advisor at Lido Advisors, LLC
Location: United States 6 work roles 2 schools
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Current company
Lido Advisors, LLC
Role
Senior Vice President, Senior Wealth Advisor
Location
United States
Company size
71 employees

Who is Derek Tam, Cfp? Overview

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Quick answer

Derek Tam, Cfp is listed as Senior Vice President, Senior Wealth Advisor at Lido Advisors, LLC, a with 71 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Derek Tam, Cfp.

Derek Tam, Cfp previously worked as Senior Wealth Advisor at Lido Advisors, Llc and Managing Director at Svb Private. Derek Tam, Cfp holds Bachelors, Business With Emphasis In Finance from University Of San Diego.

Company email context

Email format at Lido Advisors, LLC

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Lido Advisors, LLC

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Profile bio

About Derek Tam, Cfp

Derek Tam, Cfp is a Senior Vice President, Senior Wealth Advisor at Lido Advisors, LLC. They possess expertise in investments, portfolio management, asset allocation, finance, financial analysis and 15 more skills. They is proficient in Spanish.

Listed skills include Investments, Portfolio Management, Asset Allocation, Finance, and 16 others.

Current workplace

Derek Tam, Cfp's current company

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Lido Advisors, LLC
Lido Advisors, Llc
Senior Vice President, Senior Wealth Advisor
los angeles, california, united states
Website
lidoadvisors.com
Employees
71
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Company profile
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6 roles

Derek Tam, Cfp work experience

A career timeline built from the work history available for this profile.

Senior Wealth Advisor

Current
Lido Advisors, Llc

San Francisco Bay Area

Feb 2023 - Present

Managing Director

Svb Private

Santa Clara, California, United States

Helping clients meet their financial goals through integrated wealth management.

Apr 2022 - Mar 2023

Senior Business Development Officer And Client Advisor

Boston Private Wealth Llc

San Francisco Bay Area

Business Development Sales, Client Advisor, Planning

Oct 2014 - Apr 2022

Senior Client Advisor, Principal

Banyan Partners

San Francisco Bay Area

For clients, I focus on preservation of assets while strategically growing portfolios to reach their objectives. I provide personalized, creative and comprehensive wealth management solutions to help grow and protect wealth in all market conditions. I do this through understanding clients needs and wants, going through a vigorous financial planning process to fully understand a client's financial blueprint, and to implement the best customized portfolio for each client. I work with high net worth individuals, families, and non-profits to educate and help understand the type of markets we are going through currently and how to position the portfolio for the future.

Aug 2013 - Oct 2014

Client Advisor

Silver Bridge

San Francisco, Ca

I focus on the design and implementation of financial planning strategies for families and individuals to achieve their goals. I provide exceptional client service to family relationships, individuals, endowments, and non-profits.

Jul 2010 - Jul 2013

Wealth Manager

H&S Financial Advisors Llc

Individuals, families, and not-for-profit organizations come to H&S Financial Advisors LLC for advice and wealth management that considers the total financial picture - from goals and objectives to regulatory requirements and risk management.Thorough and sound, our holistic approach strives to deliver strategic financial strategy and financial management solutions that can help clients succeed now and in the future. And we're independent, so clients can be sure that our advice promotes their interests - not those of a product or service provider.In short, H&S Financial Advisors LLC offers more than generalized advice and pat answers; we deliver professionally crafted, comprehensive, and unbiased solutions designed to meet the individual needs of each of our clients.

Apr 2007 - Jul 2010
Team & coworkers

Colleagues at Lido Advisors, LLC

Other employees you can reach at lidoadvisors.com. View company contacts for 71 employees →

ВТ Владислав Тихонов Владислав Тихонов Colleague at Lido Advisors, LlcLatvia View → EG Eric Gesnel Eric Gesnel Colleague at Lido Advisors, LlcGreater Paris Metropolitan Region, France View → LD Luke Daniel Cfp® Luke Daniel Cfp® Colleague at Lido Advisors, LlcDenver, Colorado, United States View → PK Paul Knipping, Cfa Paul Knipping, Cfa Colleague at Lido Advisors, LlcDenver, Colorado, United States View → JB John Bute John Bute Colleague at Lido Advisors, LlcBoca Raton, Florida, United States View → JL Jason Lin Jason Lin Colleague at Lido Advisors, LlcLos Angeles, California, United States View → AL Angela Lidofalconebeach Angela Lidofalconebeach Colleague at Lido Advisors, LlcVieste, Apulia, Italy View → JK Jack Kirby Jack Kirby Colleague at Lido Advisors, LlcThousand Oaks, California, United States View → JK Jordan Kunz, Cfa, Cfp®, Csric® Jordan Kunz, Cfa, Cfp®, Csric® Colleague at Lido Advisors, LlcBoulder, Colorado, United States View → CW Clay Westover, Cfp® Clay Westover, Cfp® Colleague at Lido Advisors, LlcScottsdale, Arizona, United States View →
2 education records

Derek Tam, Cfp education

Bachelors, Business With Emphasis In Finance

University Of San Diego

Activities and Societies: -Football Team -Dean's Scholarship Designee -Cum Laude Graduate -3.66 GPA (3.8 Major GPA) -Dean's List

Education record

Los Gatos High School
FAQ

Frequently asked questions about Derek Tam, Cfp

Quick answers generated from the profile data available on this page.

What company does Derek Tam, Cfp work for?

Derek Tam, Cfp works for Lido Advisors, LLC.

What is Derek Tam, Cfp's role at Lido Advisors, LLC?

Derek Tam, Cfp is listed as Senior Vice President, Senior Wealth Advisor at Lido Advisors, LLC.

Where is Derek Tam, Cfp based?

Derek Tam, Cfp is based in United States while working with Lido Advisors, LLC.

What companies has Derek Tam, Cfp worked for?

Derek Tam, Cfp has worked for Lido Advisors, Llc, Svb Private, Boston Private Wealth Llc, Banyan Partners, and Silver Bridge.

Who are Derek Tam, Cfp's colleagues at Lido Advisors, LLC?

Derek Tam, Cfp's colleagues at Lido Advisors, LLC include Владислав Тихонов, Eric Gesnel, Luke Daniel Cfp®, Paul Knipping, Cfa, and John Bute.

How can I contact Derek Tam, Cfp?

You can use AeroLeads to view verified contact signals for Derek Tam, Cfp at Lido Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Derek Tam, Cfp attend?

Derek Tam, Cfp holds Bachelors, Business With Emphasis In Finance from University Of San Diego.

What skills is Derek Tam, Cfp known for?

Derek Tam, Cfp is listed with skills including Investments, Portfolio Management, Asset Allocation, Finance, Financial Analysis, Strategic Financial Planning, Wealth Management, and Strategy.

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