Focus: Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Financial Education, Group Benefits, Business Owners, Estate Planning, Risk Management Strategies, Business Succession Planning
Languages: English, Chinese – Cantonese, Chinese – Mandarin
Joann Lam was born and raised in the San Francisco Bay Area. She received her bachelor’s degree in Communications from the University of California, Davis. Prior to building her financial services practice, Joann worked as an Executive Assistant to a top advisor which primed her to join the industry as an agent.
Having been exposed to the financial services industry since young, Joann understands that preparing for the future isn’t as easy as it seems. Her focus is to help young professionals better understand their financial situation and help guide them towards their financial goals. In addition to achieving their goals, Joann hopes to educate individuals on how to protect themselves and their families from financial risks in the future.
Joann is passionate about being available to his clients and serving as a sounding board for all financial decisions. She also leverages her network of industry experts by referring clients to those who specialize in matters she does not, such as Real Estate.
Joann holds her Life, Health, & Accident Insurance license and is licensed only in California.
University of California, Davis
Snowboarding, Traveling, Health & Fitness
3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541