AboveBoard Financial® was started by Wallis Tsai, who spent over 10 years at Goldman Sachs, first as an investment banker and then as a hedge fund investor.
As Wallis started looking into life insurance policies for her family, she realized without her professional expertise and knowledge of the inner workings of financial institutions, she would have been ripped off. And that is how AboveBoard Financial began.
Founded first as an educational site, AboveBoard Financial has grown over the years into two subsidiaries: an independent insurance brokerage agency and a fiduciary investment advisor, putting your best interest first to help find the right policy for you. Sure, we do things differently, but more importantly, we do things better.
AboveBoard Financial is dedicated to simplifying the world of personal finances. We treat you the same way we’d treat a best friend—providing no-BS expertise, ethical advice, and top of the line service.
Each team member at AboveBoard Financial follows a simple rule: Treat everyone the way you want to be treated. Honesty and integrity are paramount. We give each client the advice we’d give a dear friend and put people ahead of profits.
To earn a client’s trust, you need to know your stuff. And we do. Our details-obsessed experts work overtime to understand what matters and we never wing it. As lifelong learners and teachers, we’re here to guide you.
Our goal is never to “make a quick sale.” The AboveBoard Financial approach is refreshingly different: we always put our clients' best interests first. Our team manages the entire process, overcoming obstacles, finding solutions, and delivering exceptional results.
This is a safe space where you can share your personal history and medical information without fear of judgement. Unlike some of the other guys, we put ourselves in your shoes and treat you with respect and empathy.
At our core, we’re finance nerds who love finding a great deal and helping others. When you’re successful, we’re successful. And we always celebrate!