Our financial advisor in Diamond Bar, CA has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve California and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.
Davee Hazama is an Independent Wealth Advisor with WealthSource Partners. Since 1999, he has been partnering with individuals, families, and business owners to define and achieve their financial goals. By understanding each client’s unique circumstances, Davee provides personal and confidential advice specifically tailored to each individual’s retirement, investment, and financial goals. He continues to assist people through seasons of transitions in career, retirement, and the unfortunate death of family members.
Davee is a graduate of Azusa Pacific University where he obtained his B.S. in Accounting, is a licensed insurance agent in California and has experience in both public and private accounting.
He is a Los Angeles native, raised in the San Gabriel Valley, and happily married with two valued sons. Davee currently serves his community as President of a non-profit organization. He enjoys fly fishing, an occasional round of golf, table tennis, and spending meaningful time with family and friends.
Independent Wealth Advisor
Since 2007, Pam has been an assistant for Davee Hazama in Southern California. Her prior experiences in the financial industry include working in operations at Barclays Bank International and lending at American Federal Credit Union. Pam is a graduate of Trinity International University where she obtained a Bachelor’s degree in Psychology. She enjoys maintaining client relationships and assisting clients with their day-to-day needs.
Pam was born and raised in Seattle, WA and currently lives in Southern California with her husband, Jon. They have three grown sons and one daughter-in-law. She enjoys spending time with her family and friends along with traveling and being outdoors.
Assistant to Davee Hazama
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
The Diamond Bar WealthSource team is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
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