Introducing Michelle Lum!

We’re starting off 2020 the right way – by adding a new team member! We’d like to introduce you to the newest member of your advisory team, Michelle Lum. Michelle will be joining SPP as a Planning Analyst.

We had the pleasure of being introduced to Michelle by a friend of the firm and, in getting to know her over the past few months, we know she’ll be a fantastic addition to the SPP team and will further enhance what we can do for clients. In addition to having a deep technical background, Michelle has a calm and thoughtful demeanor and tireless work ethic. An attorney by training, Michelle most recently spent several years working for CIBC Private Wealth Management as a Wealth Strategies Analyst and earned her CFP(R) designation in December 2018.

We were so excited about the opportunity to add Michelle to the team that we even overlooked the fact she’s a Marquette alum (as a U of Wisconsin-Madison grad and rabid college basketball fan myself, this was no easy task).

You can read more about Michelle and her path to Single Point in the below post. We’re confident you will all enjoy working with and getting to know Michelle over the coming months!

-Seth

Michelle Intro Blog

By Seth Corkin|2020-02-10T15:14:06+00:00February 10th, 2020|Categories: Single Point of View|Comments Off

About the Author: Seth Corkin

As a Personal CFO, my goal in working with every client is simple – help them prioritize and achieve their various personal and financial goals. I partner directly with clients to help them quantify and evaluate the technical and emotional aspects of every financial decision given their individual circumstances. I strive to provide a concierge-level service when advising clients and coordinating all facets of their financial lives. Prior to joining Single Point, I was a Wealth Strategist at Bainco International Investors, working primarily with entrepreneurs, small business owners, and beneficiaries of generational wealth to integrate tax and estate planning strategies into their overall investment plan. Before Bainco, I was a counselor at The Colony Group where I provided holistic financial planning services to executives at both private and public companies, helping them navigate their unique compensation structures, equity incentive plans, and upcoming liquidity events. My passion for financial planning began in college while completing my undergraduate coursework at the University of Wisconsin-Madison where I developed an interest in the analytical and problem-solving components of planning. I consider myself a “lifelong learner” and am always eager to pursue educational opportunities that will help me better serve the clients with whom I work. As someone who is passionate about financial literacy and access to advice, I volunteer my time to help low-income Massachusetts residents through the Midas Collaborative as well as patients at the Dana Farber Cancer Institute. I was recognized as the 2017 Volunteer of the Year by the MA Chapter of the Financial Planning Association (FPA). In addition to my pro bono work, I am an active member of the FPA and am on the NexGen and Finance Committees for our chapter. I live in Brookline with my wife, Olivia, and am an avid Wisconsin Badger and New England sports fan.

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