Coordinated Lifetime Strategies


Alison GeistStephanie Lum
Stephanie was born and raised in Portland, Oregon. She earned her Bachelor of Arts in biochemistry at the University of California, Berkeley. A few years later, she obtained her Master of Business Administration degree from the University of California, Los Angeles, with a concentration in marketing and finance. She spent the first part of her career in the biotechnology industry in the development of biopharmaceuticals and medical devices.

At CLS Financial Advisors, Inc., Stephanie specializes in firm operations related to investment reporting and client services.

After living in California for over twenty years, Stephanie returned to the Portland area with her family.  Stephanie serves as a community member of Legal Budget Committee for the Lake Oswego School District as well as the General Treasurer for the Lake Oswego High School Parent Club.  She is a member of National Charity League, a mother-daughter philanthropic organization.   In her free time, she enjoys running and swimming and is an avid knitter.




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