The Lam Group, based in Pasadena, CA, is a team of dedicated Financial Advisors committed to helping individuals organize their finances and pursue their short-term needs, longer-term goals, and future generations. With a focus on quality client service and customized strategies, they provide investment, retirement, estate, and legacy planning services to primarily UHNW executives and business owners. Led by Evans Lam, a Senior Portfolio Manager with extensive experience in wealth advisory and portfolio management, the team sets itself apart by actively managing customized portfolios and capitalizing on investment banking expertise.
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