Our People

Serena Lam joined Gould Asset Management in 2017.

Her responsibilities include assisting with portfolio management, investment research, and client relationship management. Serena has over 10 years of experience in the investment management industry, having previously worked for a financial advisor in Brea, CA, where she managed all client relationships and service requests.

Serena received her BA in Psychology from the University of California, Los Angeles, and holds the Certified Financial Planner (CFP®) certification. In her free time, she enjoys spending time with family and friends, traveling, cooking, baking, and volunteering at Sunday school.