David E. Lam

David brings over a decade of experience in the financial advisory business. He specializes in retirement planning and family wealth management, working with his clients to plan for and navigate through life’s financial complexities. 

David earned his BS in Microbiology from UC San Diego. And after working in research for a number of years, pursued and earned his MBA from Northeastern University and returned to the biotech business in a finance and business development capacity.   David transitioned to a career as a financial advisor in 2006 and currently holds the Certified Financial Planner™ designation; leveraging his unique academic and professional background in science and financial management to serve his clients.

When David is not working with clients or studying, you may find him in the community volunteering as a Treasury of the Rotary Club of Encinitas, fishing, teaching martial arts and cooking.

CA Insurance #0F04886