Our Team

Meet Our Team

Jordan Lau

Teams

  • Team Cervantes

Locations

  • Bellevue

Roles

  • Client Services

Jordan Lau, FPQP™

Wealth Management Associate

As a Wealth Management Associate, Jordan focuses on ensuring your comprehensive financial picture is in focus. Jordan works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. 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.

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

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!

COLDSTREAM SHAREHOLDER

coldstream shareholder logoColdstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.