Jessica Tam

Client Service Associate

Jessica Tam is the Client Service Associate in our Newport Beach office, where she is committed to delivering an excellent client experience with professionalism, precision, and care. Jessica plays a pivotal role in delivering a seamless and personalized experience for our clients.

Prior to joining our team, Jessica served as a Client Service Specialist at WealthRhino, where she was responsible for maintaining regulatory compliance, managing back-office processes, and providing high-touch service to clients.

Jessica earned a Bachelor of Arts in Business Administration from the University of California, Irvine. She also holds her Insurance License.

Outside the office, Jessica enjoys expressing her creativity through singing and writing.