Financial Investment Team

Financial Investment Team

Categories

Financial ServicesGold Members

About Us

Financial Investment Team (FIT) is a financial services business specializing in direct asset management. Our mission is to become your most trusted advisory team by constructing a comprehensive financial plan that is flexible and tailored to your needs using the 11 wealth management strategies. To promote confidence by providing opportunities for coaching and education by way of our open door policy, distinctive events, and excellent communication.

Highlights

  • Wealth Management
  • Retirement Planning: Accumulation & Distribution
  • Education Planning
  • Tax Planning & Preparation
  • Special Needs Financial Planning

Rep/Contact Info

View Personal Bio
Christine Lam
Investment Advisor Representative
Tualatin chamber of commerce logo in white
Tualatin Chamber of Commerce
801 SW Nyberg St, Suite 102
Tualatin, OR 97062
(503) 692-0780 hello@tualatinchamber.com
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