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Christina Lee

Client Services Specialist

Fresno

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!)

Credentials

Education:

  • 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.

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent
Independent

Objectivity

We listen and keep an open mind

50
Year Vision

Forward Looking

We make decisions with future generations in mind

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