Derek Tam,
CFP^®

Senior Vice President, Senior Wealth Advisor

Walnut Creek, CA

Derek believes that helping clients explore Lido’s full capabilities can help them define their needs.

Office Locations Served

Walnut Creek, CA

Professional Summary

His main focus is helping new clients understand the possibilities, find the appropriate path, and then work together exploring which of Lido’s capabilities may help ensure that their family and legacy are taken care of.

Previous Work Highlights

Derek served the ultra-high net worth at SVB, Boston Private Wealth, and Banyan Partners. His previous experience includes client advisory, managing a team, and working with high-net-worth families.

Personal Facts

Derek resides in Los Gatos, CA, with his wife and two kids.

Education & Certifications

B.A., Finance, University of San Diego

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Derek Tam, CFP^®

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Roberto Paredes

President, National Strategic Relationships

Professional Focus

Roberto Paredes joined Lido Advisors in 2021. He brings over 30 years of experience in wealth management and financial consulting. As President of National Strategic Relationships, he oversees the firm’s strategic partnerships.

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Derek Tam,CFP®

Derek Tam,CFP®

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Roberto Paredes

Professional Focus

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Derek Tam,
CFP^®

Derek Tam,
CFP^®