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Financial Investment Team

  • Financial Services
  • Gold Members
15350 SW Sequoia Parkway
Ste 150
Portland, OR 97224
(503) 906-5205
Hours:
Monday-Friday 8AM–5PM
Saturday/Sunday Closed

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… read more

  • About

    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
    • Estate Planning

  • Whom to Contact

    • Christine Lam
      Investment Advisor Representative
      15350 SW Sequoia Parkway
      Ste 150
      Portland, OR 97224
      Send an Email