Christine Lam, CFP®, ChSNC®

Christine Lam is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Special Needs Consultant® (ChSNC®) with more than a decade of experience helping families navigate increasingly complex financial lives.

She earned a Bachelor of Arts in Business Administration with a focus in Finance from the University of Oregon in 2009. Christine helps clients bring all the pieces of their financial lives together, from investments and taxes to retirement and estate planning. She believes good financial advice starts with understanding the people behind the numbers and helping families feel confident about where they are today and where they’re headed. In 2026, Christine joined Summit Wealth Group as an equity partner, launching the firm’s expansion into the Portland market and establishing Summit’s first office in Oregon.

Born and raised in the Pacific Northwest, Christine’s interest in financial planning began by watching her immigrant parents work hard, save carefully, and put both her and her brother through college debt-free. A proud Oregon Ducks fan, she lives in Portland with her husband, Dillon, their two boys, and their rescue pit bull Gracie Belle. Outside of work, Christine enjoys staying active — playing golf, pickleball, skiing, and exploring the Pacific Northwest’s food and wine scene.