Expertise:
Mr. Lam's expertise is in retirement planning.
Major Product/SVS:
Financial Planning Services
Favorite Business Publication:
BusinessWeek; Kiplinger's; Reader's Digest; Time
Education Degrees:
Master of Business Administration, The University of Memphis; Bachelor of Business Administration, College for Financial Planning, The University of Memphis
Affiliations Awards:
Tennessee Association of Realtors; Financial Planning Association; National Association of Insurance and Financial Advisors; National Association of Realtors; Million Dollar Round Table
Highlight of career?:
The highlight of his career was being invited to represent the Republican Party as a business leader of the year by president George W. Bush from 2003 to 2006.
Charity:
Volunteer, Financial Planning Lecturer, Local High Schools; Advisor, Volunteer, World Cataract Foundation
Number Of Years In Profession:
31
Number Of Years In Current Position:
19
What Does He/She Attribute Success To:
He attributes his success to his hard work, time management skills and his ability to set and achieve goals.
How Did They Get Involved In Profession:
He became involved in his profession because he saw the need for educating the nation about financial planning.
Education Certifications:
Certification, American College for Financial Planning