Jessica Tam Headshot

The best advice Jessica has ever received:

“You have to be able to imagine your future.”

Two things on Jessica’s bucket list:
  1. Travel to Japan
  2. Have her music performed
Did You Know?

A proud Bay Area native, as a teenager, Jessica took a leap and headed across the country on her own to spend the summer studying at Harvard.

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.

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