Natalie Tam

Associate Financial Advisor

Role: Associate Financial Advisor at Clavius Wealth Management
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Natalie Tam

Pursuing a BA in Business Management Economics and a minor in Technology Information Management at the University of California, Santa Cruz.

Experience

Associate Financial Advisor
Clavius Wealth Management
May 2025 — Present · Redwood City, CA, US

Education

Universitat de Barcelona
Economics, Spanish Language & Culture
University of California, Santa Cruz
Bachelor of Arts, Business Management Economics

Contact information

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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About Natalie Tam

Experience

Associate Financial Advisor

Education

Universitat de Barcelona

University of California, Santa Cruz

Find verified contacts for anyone on LinkedIn