Beyond Wealth Advisory LLC is an independently owned investment advisory firm based in South San Francisco, California. With a focus on helping clients navigate their financial landscape, the firm works with each client to find a solution suited to their needs. Its services include investment advisory, portfolio management, and financial planning.

Founder and Managing Partner Randy S. Tam oversees portfolio management, financial planning, and investment decisions. He brings more than 40 years of experience in investments, banking, taxation, and mortgages, and speaks Cantonese, Mandarin, and Taishanese. Co-Founder and Managing Partner Isabella H. Tam leads the firm’s day-to-day operations. Her previous experience includes operational growth roles at IEQ Capital LLC and Fisher Investments, as well as work with her family’s tax preparation business. She holds a Series 65 license and speaks Cantonese.

Beyond Wealth Advisory serves clients from two South San Francisco locations and can be reached by phone or email. Its leadership combines investment and financial expertise with operational experience to guide the firm’s advisory work.