Cindy Tam
Client Service Associate
Cindy is a Client Service Associate in the Beacon Pointe Pasadena, CA office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Cindy brings over a decade of banking experience, with a background in sales, operations, and compliance, and she is passionate about helping clients build financial wellness. Cindy earned her bachelor’s degree from the University of California, Los Angeles. Outside of the office, she enjoys spending time with family and friends, watching sports, and traveling to experience new cultures and cuisines.