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Our financial advice team


Ronald Lam

Ronald Lam

CFP®

Financial Advisor

Wealthbridge Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
  • Cash Flow Management Strategies

Interests

  • My family is my highest priority.
  • Coaching youth sports
  • Snowboarding with my kids
  • Go Ducks!

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 License
  • Series 66 License
  • Life & Health Insurance License

Education

  • BS, Finance & Marketing, University of Oregon

Previous experience

  • Wells Fargo Advisors, 2009-2015
  • Washington Mutual Investments, 2002-2009
  • Phillips & Co. Securities, 1998-2002