Derek R. Tam, CFP^®, AWMA

Derek Tam focuses on the design and implementation of financial planning strategies for families and individuals to achieve their goals. Mr. Tam works with his colleagues to provide a high-level of client service to family relationships.

Derek served as Client Advisor for Silver Bridge Advisors, which was acquired by Banyan in 2013. Prior to joining Silver Bridge, Mr. Tam was a Wealth Manager at H&S Financial Advisors LLC. Derek also worked for The Retirement Group LLC where he was responsible for the suitability and implementation of planning recommendations. He began his career at LPL Financial Services as an Associate in Accounts Receivables.

Derek is a CERTIFIED FINANCIAL PLANNER^TM professional and also holds the Accredited Wealth Management Advisor designation. He graduated from the University of San Diego with a BA in Business Administration. Derek, an avid golfer, is involved with the Catholic Charities Golf Committee and is a Second Harvest Food Bank volunteer.