MEET THE TEAM

ALVIN S. L. YAM, CFP®

PRIVATE CLIENT
ADVISOR

E: ALVIN.Y@STONEMARKWEALTH.COM

P: 877-250-3638

Alvin Yam is a Financial Advisor for Stonemark Wealth Management, focusing on advising and managing client relationships, and delivering customized, comprehensive wealth management solutions.

Prior to joining Stonemark (formerly WESPAC Advisors SoCal, LLC), Alvin was a consultant and advisor for Westmount Asset Management, where he started in 2007. Previously, he was a financial consultant with Charles Schwab & Co.

Alvin attended the University of California San Diego and graduated with a B.A. in Political Science. He received his MBA from Loyola Marymount University, and is a Certified Financial Planner (CFP®), having completed the Certificate in Personal Financial Planning Program at the University of California at Los Angeles. In his spare time, Alvin enjoys playing golf and traveling abroad, particularly to Asia.

< BACK

GET IN TOUCH WITH US

CONTACT US