wealth management banker in Belmont Kelvin Lam
910 Ralston Ave
Belmont, CA 94002
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It is my pleasure to serve the financial needs of people in the Belmont, Redwood City, and Menlo Park areas. My experience in the financial industry started in 2011 and I became a Wealth Management Banker in 2021. I am fluent in Cantonese. California Insurance License #0I05635.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
In my free time, I enjoy traveling abroad with my wife and exploring the outdoors with our Pomeranian.
Area of focus
Premium banking services
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
Primary office910 Ralston Ave
Belmont, CA 94002
Secondary office1475 Woodside Road
Redwood City, CA 94061
Secondary office1105 El Camino Real
Menlo Park, CA 94025
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.