Karen Lam, CRPC

As a Wells Fargo Advisors Managing Director-Investments, my mission is to help you achieve your goals through preserving and growing your hard-earned wealth. I focus on providing you, a successful individual or family, with thoughtful financial advice by applying the four cornerstones of wealth management: building wealth, preserving wealth, distributing wealth, and transferring wealth. Since investment planning plays such an integral role in life planning, I firmly believe my ultimate objective is to build a lasting relationship with you as one of your trusted individuals. I aim to help you confidently navigate through the many decisions and potentially complex choices that will arise during pivotal points of your life. I am a Certified Portfolio Manager (CPM) and a seasoned Private Investment Management (PIM) Portfolio Manager who, in addition to providing traditional advice and guidance, can draw upon my extensive investment experience to help clients achieve their objectives through managing portfolios customized to their specific needs. When appropriate and efficient, I can also build investment programs by selecting from among a wide range of Wells Fargo Advisors model portfolios and third-party investment strategies. As a PIM Portfolio Manager, I frequently manage client portfolios on a discretionary basis. I have been deeply immersed in the financial services industry for over 20 years. I have received the Certified Portfolio Manager (R) designation at NYU Stern and a Chartered Retirement Planning Counselor (SM) or CRPC (R), designation registered service marks of College of Financial Planning. Resident State: CA