Each and every one of my clients is unique and valued.
Competence, character, and compassion describe my approach to my life and my practice. My own life story has compelled me to help others through financial planning and investment management. Because I did have a financial plan in place and had made good investment decisions – when I was suddenly widowed with two young children in 2000 — I was able to go forward and provide a stable life for my family. I have a special focus in my practice for single women – especially women in transition through divorce or widowhood.
I provide flat fee, hourly, and fee-based planning and investment management. I serve individuals and small business owners throughout the San Francisco Bay Area — from Santa Cruz to San Francisco, Silicon Valley and the East Bay.
A CERTIFIED FINANCIAL PLANNER™ professional, I manage my San Jose based financial services through LPL Financial. The first few years of my financial planning practice I was with Waddell and Reed Inc., and in 2007 I became an independent advisor with LPL Financial.
LPL Financial, Independent Broker Dealer
Pam Flournoy, CFP® CDFA® is an LPL Independent Financial Advisor.
Learn more about why you should work with an independent LPL Financial advisor here>>
Learn more about LPL Financial here>>
- LPL Financial Advisors
- Association of Divorce Financial Planners — Member
- Collaborative Practice of Silicon Valley — Board Member
- Institute of Divorce Financial Analysts — Member
- Santa Clara County Estate Planning Council — Member
- Santa Clara County Bar Association — Affiliate Member
- 2015 Special Olympics Partner
- Happy Hollow Foundation
- Recovery Cafe
- Second Harvest Food Bank
- 100 Women Charitable Foundation
- Rebuild Silicon Valley
*The company names mentioned above are not affiliated with Flournoy Wealth Management of LPL Financial.