Christina Lamb, CF2™

Christina Lamb, a Financial Planner in Orlando, Florida

Christina Maria Lamb is a CF2™, Financial Planner, and IRS Enrolled Agent with Nelson Financial Planning (NFP) and a FINRA registered representative and principal of Nelson Ivest Brokerage Services (NIBS), in Winter Park, Florida.

Mrs. Lamb has been in the financial industry for over 20 years and currently serves the role of Chief Operations Officer for NFP.

Mrs. Lamb joined the NFP team (formally Nelson Investment Planning) as a full-time Executive Sales Assistant to Jack Nelson and Joel Garris in 2003. In addition to serving her own clients' financial needs, Mrs. Lamb’s responsibilities include providing Joel with vital information needed for each client meeting and serving as the back-office coordinator with the mutual fund companies.

Mrs. Lamb has furthered her career by obtaining her Certified Financial Fiduciary designation, Series 6 securities license, Investment Company Products/Variable Contracts Representative and Series 26 securities principal license, Investment Company and Variable Contracts Products Principal. As a Securities Principal, Mrs. Lamb oversees the transactions and trades of all the registered representatives in the office.

During the Federal Income Tax Season, Mrs. Lamb’s responsibilities extend to the coordination and organization of tax information obtained from individuals and certain corporations for the appropriate tax filing. As an IRS Enrolled Agent, Mrs. Lamb has the privilege of representing tax clients before the IRS.

Mrs. Lamb is an occasional co-host of Central Florida’s longest-running radio show “Dollars and Sense” heard live every Sunday from 9:00 am to 10:00 am on 540|740AM, generally discussing the latest Federal Income Tax news.

In 2004, Mrs. Lamb graduated from the University of Central Florida, earning her Bachelor of Science degree in Business Administration as a finance major.

In her free time, Mrs. Lamb enjoys spending time with her husband, Eric, and son, Ethen, outdoors hiking and surfing. Mrs. Lamb’s volunteer work in the community includes involvement with local public schools in the Kissimmee/Saint Cloud area where she grew up, along with yearly participation with the American Cancer Society and the Boy Scouts of America.

Testimonials

I've worked with the team at Nelson Financial Planning since 2007 and I have always felt like I received great advice and service. The team really cares and is always ready to provide support and answer my questions quickly. Joel really knows his stuff and I trust... Read More
Esteban Garcia

Highly recommend Joel and his team at Nelson Financial Planning (NFPs). My husband and I knew we needed a financial adviser, but did not know whom we could trust. Some trusted friends recommended we speak with Joel, they have used the company for years... Read More
Cathy Matthews

I started working with Nelson Financial in my early twenties. They were the only firm I could find that was willing to work with me at the small level of investment I could afford at that age. Now as I am in my mid-forties, I cannot say enough good things about them. They have... Read More
Jonathan Kamin

Nelson Financial Planning is the far superior team for investment and financial planning. Joel Garris and the Nelson Financial Planning team are unique in many ways. First, they do not constantly trade our account for commissions—benefiting their bottom line more than ours. Second... Read More
Roger Bing

We decided to become clients because we needed to organize our finances much better. I wanted my wife to have a good place to go for advice if I could no longer be there. They are always ready to answer questions and give advice. They assisted us with a knotty situation a couple of years ago.
Richard Musgrave

We have been with Nelson Financial Planning for over ten years. Joel Garris takes the time to get to know you and your situation, which enables him to provide a plan personalized to your specific needs and goals. Joel and his team are always responsive and... Read More
Patti Cervino

This experience may not be representative of other clients' experiences and is not a guarantee of future success or performance.

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