PAMELA TANG, CFP^®, ChFC^®, CLU^®

Pamela Tang is a Managing Director and Partner with Morse, Towey, White & Hoffman at Hightower. She spends most of her time working with clients to develop holistic wealth management plans. Pamela’s focus areas include budgeting, retirement, college and estate planning, and life insurance and annuities.

Pamela graduated from Stony Brook University, where she majored in business and economics. She began her career as a Client Service Associate supporting two individual financial advisors at UBS. Three years later, she was promoted into the Morse Group and developed an interest in life insurance, which prompted her to pursue the Chartered Life Underwriter^® designation. Through her studies, she gained a strong understanding of life insurance as a core element of financial planning and its importance as a wealth transfer vehicle. She continued her professional education by becoming a CERTIFIED FINANCIAL PLANNER^® and a Chartered Financial Consultant^®.

At Hightower, Pamela’s in-depth life insurance expertise supports the team’s holistic approach to financial planning. Clients often view life insurance as a one-time transaction and a source of income replacement in the event of a premature death. Over time, their circumstances and needs may change and necessitate an update to their policies. Pamela works with clients to assess their current life insurance needs in the context of estate planning and to make changes that will better serve their current and future needs. She values the close relationships that the team maintains with their clients and enjoys helping them uncover and implement strategies for achieving their goals.

Pamela holds her FINRA Series 7 and 66 licenses, as well as a life and health insurance license.