AboveBoard Financial teams up with advisors to craft smart & ethical insurance solutions supported by rigorous analysis. We achieve best-execution through our licensed independent insurance brokerage and unique open-architecture platform, ensuring we find each client’s best option in the market.
We regularly help clients fend off predatory insurance salespeople and untangle pre-existing insurance situations.
Our team is not paid on commission and is 100% focused on delivering a 5-star, concierge-style experience.
- Roger Y
Wallis Tsai developed a passion for quantitative analysis during her 10 year career at Goldman Sachs, first as an investment banker and then as an investor for an elite hedge fund group.
At Goldman Sachs, Wallis was a member of a four-person team managing the multi-billion dollar Americas and European financials portfolio. She developed the fund’s perspective on financial regulation, US housing market, banking and capital markets.
As an expert in the insurance industry's inner workings, Wallis often found herself advising friends and colleagues on personal finance matters. She was repeatedly appalled by how often they got terrible advice from the industries that she knew so well and decided to follow her dream to offer financial services the right way. Founded as an educational site, AboveBoard has grown into an independent insurance brokerage with an unwavering commitment to putting clients first.
Wallis has taught classes on how to avoid insurance rip-offs at Harvard Business School and is passionate about making financial topics engaging and accessible (check out the "Truth vs. BS" rating scale in her Inside Scoop on Popular Life Insurance Sales Lines blog post).
Wallis lives in NYC with her husband, son, and daughter.
We'd love to hear from you. We are headquartered in NYC but work with fiduciary advisors across the country.
Our Founder & CEO, Wallis Tsai, can be reached at:
We also invite you to schedule a 15-min call with Wallis to learn more about the AboveBoard difference.