Michelle Mei girn Lum
Investment adviser representative at Single Point Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$641.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Single Point PartnersFeb 2020 to now
- CIBC Private Wealth ManagementNov 2014 to Jan 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Single Point Partners
Legal name: Single Point Partners, LLC
$641.3MAssets managed
201Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7227774
- Firm CRD
- 163793