Sherry Kam, ChFC
Senior Vice President – Wealth Management
Senior Wealth Advisor
CA Insurance License # 0E50679
- Phone: (415) 753-0505
E-Mail: sherry.c.kam@citi.com
1900 Noriega St.
San Francisco,
CA
94122
1900 Noriega St.
San Francisco,
CA
94122
- Financial Planning
- Retirement Planning
- Portfolio Management
- Estate and Legacy Planning
- Insurance and Wealth Transfer
- Multigenerational Family Planning
- Women & Wealth
- Mandarin
- Cantonese
Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
About Sherry Kam
As a Senior Wealth Advisor for Citi Personal Wealth Management, Sherry Kam is committed to helping clients achieve their financial goals with clarity and confidence. Leveraging over 23 years of experience in banking and wealth management, she looks at a client’s total financial picture, with a focus on accumulating wealth, protecting what they’ve built and preserving it for their heirs.
As a Chartered Financial Consultant®, her mission is to create a flexible plan that will evolve with a client’s life, including defining and prioritizing their situation and goals, developing and implementing a strategy to achieve those goals.
As part of a client’s Wealth Team, Sherry partners with a Wealth Relationship Manager to address banking and lending needs.
Sherry earned an MBA and a B.S.in finance from Golden Gate University. In addition to her ChFC designation, she is licensed with FINRA Series 7 and 66, and has the California Life Insurance License.
Originally from Hong Kong, she brings strong technical expertise and cross-cultural awareness to her role; fluent in English, Cantonese, and Mandarin. Outside of work, Sherry enjoys traveling, language learning, and reading.