Wendy Lam | Wealth Mgmt Banker NMLS | San Francisco, CA | U.S. Bancorp Wealth Management

Wendy Lam

Wealth Management Banker
U.S. Bank

650.992.1323

Primary office
2656 Ocean Ave
San Francisco, CA 94132
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About me

It is my pleasure to serve the financial needs of people in the San Francisco and Daly City areas. My experience in the financial industry started in 1995. I hold a Bachelor of Science degree in finance and banking from San Francisco State University. I am fluent in Cantonese and Mandarin. NMLS #1019414.

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.

Outside of work, I'm a member of Junior Achievement and serve on the board of the RLS PTA. In my free time, I like to cultivate my cooking skills by making deserts, exploring and traveling to new and old places and getting together with my family for some quality time.

Area of focus

Premium banking services

Home mortgages

Home equity line of credit

Secured and unsecured lines of credit and loans

Savings and cash management

Financing strategies

Commercial real estate loans

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.