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Tiffany  Lam-Balfour

Tiffany Lam-Balfour

Program Director l CUSO Financial Services, L.P.

Tiffany leads the CFS* financial advisor team at Truliant Federal Credit Union. The aim of Truliant Financial Advisors is to help members achieve their financial goals by providing personalized financial guidance and offering comprehensive solutions that address a variety of needs.

Focus Areas
Truliant Financial Advisors can assist with financial planning, investments, life insurance, saving for education, saving for and transitioning into retirement, estate planning and more.

Education and Experience
Tiffany has nearly 20 years of experience in the financial services industry. Most recently, she was a lead writer and spokesperson for NerdWallet’s investing team where she was published in MSN, Nasdaq, MarketWatch, The Street and more. She appeared as an investing and retirement specialist on several television networks, and was quoted by USA Today, NPR and Forbes. Prior to that, she was a senior financial advisor at Merrill Lynch for seven years as well as a sales manager for 9 branches. Tiffany also spent a decade in investment banking and investment management at Credit Suisse and UBS in New York, Boston, Chicago and Shanghai.

Tiffany has a B.S. in Economics from The Wharton School of the University of Pennsylvania with a dual concentration in Finance and Management. She received her International MBA from The Antai College of Economics & Management at Shanghai Jiao Tong University. Tiffany serves on the Business Advisory Board at Guilford College. She lives in Greensboro with her husband and two children.