Michael Lam, CFP®
Michael's main focus is to help provide the best possible experience for clients while ensuring all their financial needs are met. He can been seen as Jim’s right hand man with his general responsibilities consisting of organizing client data, maintaining performance reports, researching securities, monitoring portfolios, and other day-to-day activities. Outside of these duties, he works directly with Jim on more complex tasks, which include helping construct financial plans, preparing client presentations, and conducting meetings with clients.
Michael obtained a BS in finance from Pennsylvania State University and has been in the industry for three years. Throughout his life, he’s always had a love of numbers, personal finance, and developing relationships. These factors prompted him to enter this industry during an internship with a Registered Investment Advisor during his last year of college.
Michael is a CERTIFIED FINANCIAL PLANNERTM professional and holds his FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, in addition to Life and Health insurance licenses.
Michael is a lifelong resident of Langhorne, Pennsylvania where he resides with his wife Audrey, who is his high school sweetheart, and their beautiful daughter Delilah. While pursuing his degree, he was a captain of the golf team and won numerous events. Outside of work, he still enjoys getting out to play golf, spending time with family, and keeping up with the Philadelphia sports teams.