Christine Lam

CFP®, ChSNC®

Investment Advisor Representative,

 

Christine is a financial planner at Financial Investment Team. She has over a decade of experience in the financial services industry. Her interest in money management stems from her immigrant family’s experience with money. Growing up she saw how hard her parents worked, saving every hard-earned dollar to pay for her and her brother’s college tuition at the University of Oregon. Because of her parents’ hard work and discipline, Christine graduated from college completely debt free and was able to get a jump start on building her own path to financial freedom. Christine attributes her success to her family and is passionate about helping other families make the right financial decisions to maximize their wealth and leave a legacy plan.  

Christine is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Charted Special Needs Consultant® (ChSNC®). As a CERTIFIED FINANCIAL PLANNER™ professional, Christine provides comprehensive financial planning advice to her clients. This includes cash flow management, tax planning, investments, retirement planning, risk management, and estate planning. Her additional specialization in Special Needs Planning allows Christine to help families with children or family members with disabilities better plan for their financial futures. 

Christine lives in Beaverton with her husband Dillon, and rescue pup Gracie Belle. Over the weekends, you will find Christine hitting the slopes of Mt. Hood or exploring the beautiful wineries around the PNW.