Jordan Lau
Private Client Services Administrator

jordan.lau@coldstream.com | 425.463.3045

As a Private Client Services Administrator, Jordan focuses on connecting with clients through seamless, clear communication, timely responses, and providing accurate information to their daily questions. Jordan’s passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, Jordan aims to anticipate client needs and working to create worry-free solutions for tasks that arise.

Jordan’s interest in the wealth management industry was sparked during his internship with Northwestern Mutual. During his internship he was able to learn some of the fundamental financial and investment concepts. Jordan graduated from Pacific Lutheran University with a bachelor’s in business administration in Business Finance and Economics. He looks forward to growing his knowledge of the industry and working on FINRA certifications.

THE MOST TREASURED THING I OWN

My golf clubs, by far the most used and cherished possession I own.

ONE PIECE OF ADVICE

Don't let a large task overwhelm you. By breaking down something daunting into smaller, more accomplishable goals, the large task will appear smaller.

HOBBIES

My hobbies have always been primarily revolved around sports. I am an avid golfer, skier, and wake surfer. Some are seasonal dependent, but golf is always a constant. I also am a fan of just about any sport. My favorite sport to watch is football, but my favorite team to support is the Mariners!

TEAM

Cervantes

LOCATION

Bellevue