Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Bellevue
Roles
- Wealth Manager
Jordan Lau, CFP®
Associate Wealth Manager
As an Associate Wealth Manager, Jordan is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 is an employee-owned financial services 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.