Christina Lee

Client Services Specialist


Alaska|Fresno |Minneapolis|Moline|New Orleans


(559) 320-8200

As the Client Services Specialist, I provide support to the entire Planning Center team to coordinate client services with a focus on delivering a positive experience, regardless of their location. I manage client relationships between The Planning Center, Custodians, and other vendors, which includes duties such as account processing, preparing service agreements and IPS’s, scheduling appointments, and managing incoming client communication. My prior work experience has consisted of working in the public sector as operational support. I have always been interested in engaging and purposeful work, which has essentially led me to The Planning Center

“Everything you need to succeed is already within you.”

I’m originally from SoCal and currently reside in the Central Valley for over 10 years now. In my free time, I spend it with my family (including my dogs), learning something new, or discovering local restaurants. I’m a big fan of supporting small businesses whenever possible. When I can, I like to go hiking and always enjoy a trip to any of the National or State Parks (Yosemite National Park never gets old!)



  • BA in Economics from Fresno State
  • Certificate Award in Beginning Grant Writing and Management from Fresno State

What inspires me
Engaging in purposeful work.

My favorite thing(s):
My family, my dogs, the mountains, and a strong cup of coffee – no cream or sugar.

Most effective saving tip:
Live below your means. Start with tracking your spending because you can’t manage what you don’t know.

The person I look up to:
My parents, for sure! As a first-generation Hmong woman and child of refugees, I have been fortunate to have the opportunities that I’ve had because of the tremendous hurdles my parents had to surpass to be where they are today. They inspire me to stay disciplined, persevere, and be the best version of myself every single day.

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We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.