Wai Sze Tam

Pending CE Completion

World Financial Group
1120 Virginia Ave
Campbell, CA 95008, US


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Professional Profile

Wai Sze Tam has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Wai Sze has passed a proctored exam in order to earn the RSSA certificate. Determining when to claim your Social Security benefits can be challenging. Wai Sze will help you navigate these pitfalls and answer questions you don’t know to ask. Wai Sze will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Wai Sze Tam — a trained advisor — for a consultation. If you decide to engage Wai Sze Tam, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.

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