Lili Lam, FPQP™

Operations Associate

Lili Lam works with our Operations Manager to meet a diverse array of client needs. She handles back-office responsibilities such as setting up new accounts and transfers, and serves as an assistant to our financial advisors. As someone who has a thirst for knowledge, Lili appreciates the learning opportunities that her diverse responsibilities provide every day.

Lili launched her career in financial services with a banking position. However, the work did not provide the challenge that she sought, and she decided to pursue more holistic work in financial and investment planning. She also attained the Financial Paraplanner Qualified Professional™ designation and appreciates drawing on her knowledge in service to our clients.

When she’s not in the office, you might find Lili on a hiking trail—or rather, not find her, as she tends to go off the grid while hiking. She also loves to travel, with her favorite destination being Japan. Closer to home, the Brentwood resident enjoys spending quality time with her family and dogs.

Education and Certifications

  • Financial Paraplanner Qualified Professional™, College for Financial Planning

  • Bachelor of Science, Business Management, Portland State University