Tammy Do partners with high-net-worth individuals, families, retirees, and professionals to help them build, manage, and transition their wealth through personalized guidance. While she has extensive experience serving clients in the aerospace industry, she welcomes individuals from a variety of backgrounds who value personalized advice and long-term relationships. She builds her practice through understanding each client’s unique goals before developing thoughtful, customized strategies designed to support wealth accumulation, retirement planning, and long-term financial security.

Tammy brings nearly a decade of experience in operations and client relationship management, giving her a strong foundation in supporting clients through complex financial decisions and delivering a high level of service. She earned a Bachelor of Science in Business Administration with a concentration in Finance from California State University, Long Beach.

Tammy holds the Securities Industry Essentials (SIE) credential, FINRA Series 7 and Series 63 registrations, and is licensed in California for Life and Health Insurance.

Outside of work, Tammy enjoys spending time with family and friends, exploring local farmers markets, discovering new recipes, and making memories with her miniature Goldendoodle, Winston.

Education

California State University, Long Beach