Matthew Lam
Advisor at Matthew H. Lam, CPA
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Matthew H. Lam, CPA
Location
Baldwin Park, CA
Credentials
Series 65
Industry experience
6 years
About
Matthew Lam is the principal of Matthew H. Lam, CPA, where he has provided tax and accounting services since 2015. He holds a Series 65 designation and has six years of experience in the financial industry. His prior experience includes roles at several accounting firms and a brief tenure at Intuit Inc. The firm offers discretionary portfolio management alongside accounting services under the same business name. Matthew H. Lam, CPA serves individuals, corporate pension and profit-sharing plans, charitable trusts, foundations, and other trusts. The firm’s investment approach is based on fundamental analysis and a long-term, buy-and-hold strategy with periodic rebalancing and tax-loss harvesting available upon request.
Fee options
$0 - $100,000: $600 annually ($150 quarterly) $100,001 - $200,000: $1,200 annually ($300 quarterly)
Fee-only: $150 quarterly ($600 annually) per each $100,000 or part thereof of assets under management
Location
Baldwin Park, CA
Most active in
Matthew L has reported serving >5 clients in these states in the last 12 months.
California
Work history
Intuit Inc.
2020 - 2020 (1 year)
Matthew H. Lam, CPA
2019 - Present (7 years)
Martin L. Shallon, CPA
2018 - 2019 (1 year)
Sandalwood Accountancy Corporation
2018 - 2021 (3 years)
Gatto McFerson, CPAs
2017 - 2018 (1 year)
Eadie and Payne LLP
2016 - 2017 (1 year)
Matthew H. Lam, CPA
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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