Pam Flournoy, CFP CDFA

Specialties

Focus: Working with Women in Transition:

Divorce Planning — Certified Divorce Financial Analyst™ — helping you sort our your best money decisions around your divorce. Financial Specialist in Collaborative and Mediation Teams. Work with your attorney to run scenarios on MSA proposals.

* Investment Management — Fee Based

* Retirement Planning

Financial Planning — a CFP® — Hourly or by the Project

History

Established in 2004.

Finding myself widowed at the age of 43 and with 2 young children, I knew it was imperative for me to understand my financial picture and pursue a career through which I could help people in doing the same. While working full time and raising my kids, I earned the Certificate for Financial Planning at UC Santa Cruz, Extension, followed by passing the 10 hour exam to become a CFP® professional. My work is to enable my clients to see the «Big Picture» of their financial life and to analyze the details of that picture — what works, what needs to be changed and what is missing. In 2004 I opened my planning and investment practice with Waddell & Reed in Campbell. In 2007, I obtained my certification as a CFP® professional and moved to LPL Financial, the largest broker dealer for independent advisors in the nation, as reported by Financial Planning magazine, June 1996 – 2015. In 2014, obtained my certification as a Certified Divorce Financial Analyst.

Meet the Business Owner

Pam F.

Business Owner

A CFP® professional, CDFA™ and an independent LPL financial adviser, Pam serves individuals and their families throughout the San Francisco Bay Area. Her own life story compels her to help others through financial planning and investment management. She knows that the unexpected does happen and is compelled to make sure her clients are prepared for the many challenges of life!

Securities, financial planning and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC see — sipc​.org. The LPL Financial representative associated with this page may only discuss and/​or transact business with residents of CA, MO, NV, TX. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.