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Kevin Lam

Silicon Valley Wealth Management

★★★★½ 4.9 (138 reviews)

21+ years of experience

About Kevin Lam

Kevin specializes in financial planning for San Jose tech workers managing complex equity compensation, RSUs, and concentrated stock positions. His tax expertise delivers significant after-tax wealth.

Office Address

2 N Market St, Suite 300, San Jose, CA 95113
San Jose, CA

Contact Information

Phone: (408) 555-1001

Minimum Investment

$250,000

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