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Your financial journey isn't like anyone else's, so your advice shouldn’t be as well.

What we do

Boutique attention, institutional expertise

We’re a boutique investment advisor who takes personalization and care to a new level. 

There’s no one-size-fits-all when it comes to managing your finances and money.

Too often, people work hard, save diligently, and follow generic advice—only to realize it doesn’t actually help them in achieving what they want. 

With our approach, you’re not just another client. 

You’ll get the sophistication of institutional strategies and the warmth of a small team.

Get to know your lead advisors

Alvin Yam, CFP®
Founder & Lead Financial Advisor

Allan Yam, CFP®
Lead Financial Advisor

Here’s what people are asking

Answer

Our goal is to help you get the most out of life with your money - we help clients with:

  • Managing investments
  • Retirement planning
  • Employer equity compensation
  • Tax planning
  • Estate planning
  • Insurance review
  • Cash flow planning

Answer

Our best-fit clients are those who have built a portfolio or savings of at least $500,000. They’ve done a great job of saving but don’t want to be tied down with all the work of doing everything needed to get the most out of their money.

Answer

We’re an independent registered investment advisor. This means we’re not tied to specific products or strategies and can recommend what’s truly the best fit for your situation. We’re also a fiduciary financial advisor and are obligated to put your best interests first. We’re based in the San Francisco Bay Area, though we typically work with people remotely throughout the United States and Asia Pacific. We’ll meet multiple times to kick off and hold review meetings throughout the year.

Answer

We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account. We don’t get paid through any type of commission, kickback, or other undisclosed revenue. There’s no additional charge for financial planning advice we provide.

We help clients with:

Retirement planning

Investment management

Employer equity compensation

Tax planning

Estate planning

Insurance review

Cash flow planning

Ready for Change? Expert guidance for a retirement that's perfectly you.

Let's chat.

Schedule a call
  • San Francisco Bay Area, CA
  • (415) 742-8223
  • Hong Kong, SAR
  • +852 6067 5353
  • hello@paraibawealth.com

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Copyright © 2025. Paraiba Wealth. All rights reserved.

Before making any financial decisions, you should seek guidance from a qualified financial, tax, or legal advisor who understands your individual circumstances. This content is provided solely for informational and educational purposes and is not intended as an offer or solicitation to buy or sell securities. Any references to rates of return are drawn from past performance or hypothetical scenarios and do not promise future gains.

Past performance does not guarantee future performance. Returns in the future could be higher or lower than those in the past. Investing comes with inherent risks, including the potential loss of your initial investment. The value of investments can shift with changing market conditions, and when securities are sold, they may be worth more or less than your original cost.

Hi, I’m Allan —

A Certified Financial Planner® with over 20 years of experience in finance, driven by a lifelong passion for investing and helping clients.

My journey in finance began as a teenager in Marin County, where I was fascinated by the power of compounding interest in my first savings account. Today, I still call the Bay Area home, and I love bringing the heart of this place into the way I partner with clients.

I earned my Bachelor of Arts from UC Berkeley, which set me on a path to a career in finance. Early on, I began researching, building, and managing my own investment portfolios, honing my expertise at firms like Charles Schwab Asset Management, Marcuard Family Office, and Redwoods Global Asset Management, where I co-managed over $500 million in assets.

What truly drives me? Staying ahead of market trends and diving deep into research to uncover opportunities others might miss. At Paraiba Wealth, I combine that passion for research with a personalized approach to wealth management.

When I’m not analyzing markets, you’ll find me on the tennis courts—a passion since childhood. The focus, strategy, and discipline required in tennis mirror the approach I take to wealth management: always aiming for precision.

My mission is simple: I’m here to help you reach your goals by crafting a research-driven portfolio uniquely tailored to you.

Schedule a call below to get started and see if we could be a fit.