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About Us

OUR PRIMARY PURPOSE

OUR PRIMARY PURPOSE

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Our Team

Joel Balam, AIF | NAPA CPFA®

Wealth Manager

(209) 408-0777

joel.balam@lpl.com

Joel K Balam, AIF and NAPA CPFA works with plan sponsors to enhance plan performance and participant outcomes. With resources from LPL Financial, Joel helps retirement plans to educate plan fiduciaries and monitor investments...

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Jessica Balam

Client Relationship Manager

(209) 408-0777

jessica.balam@lpl.com

Jessica Balam is a Client Relationship Manager at Balam Wealth Management. Jessica has an extensive professional background in the customer service industry. In 2013, she joined her husband Joel, a Wealth Manager, working as his...

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Brandon Karp

Client Service Associate

(209) 408-0777

brandon.karp@lpl.com

Brandon Karp is a Client Service Associate at Balam Wealth Management. He has an associate’s degree from Modesto Junior College, and a Bachelor’s degree from Stanislaus State University. Brandon has passed his Series 7 licensing exam...

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Japjit Perumalla

Client Service Associate, Turlock Office

(209) 408-0777

japjit.perumalla@lpl.com

Japjit was born in Punjab, India and she moved to the United States in 2010. She got an associate degree in Linguistics and Behavioral Science and Computer graphics from Modesto Junior College. She also studied Computer science at...

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Mark Cook

Insurance Specialist

(209) 482-4274

mark.a.cook@lpl.com

Mark is located at our Lodi office  (115 S School St. Suite #6, Lodi, CA 95240)
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Nathaniel Balam

Client Service Associate

nathaniel.balam@lpl.com

I’m responsible for client data entry and assisting office staff where I’m needed. I currently hold CTEC certification and am in the process of getting fully Life & Disability Licensed and plan to tackle the SIE and Series...
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