Pam's Blog

Investor Sentiment Tested

Blog

Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the…
Read More

How to Structure an Emergency Fund

Blog

An emergency fund is like a life preserver, it can keep you afloat when the unexpected happens and prevent you…
Read More

6 Mental Health Tips for Investors

Blog

Investing is stressful. It takes sound mental decisions to weather the ups and downs that come with the markets and investing…
Read More

From Riches To Rags In Three Generations: Managing Generational Wealth Checklist

Blog

When discussing multigenerational wealth it is common to come across proverbs that acknowledge the fact that generational wealth typically won’t…
Read More

LPL Financial Advisors
1165 Lincoln Ave., Suite 330
San Jose, CA 95125
phone: 408.271.8800
fax: 408.271.8833
email: Pam.Flournoy@lpl.com

***

Pam Flournoy, CFP® | CA |
1165 Lincoln Avenue #330
San Jose, CA 95125 |
CA Insurance Lic #0E58750

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP®, in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Schedule a Consultation

The financial consultants of Flournoy Wealth Management are registered representatives with, and securities, financial planning, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Financial Form CRS — www.lpl.com/crs

The LPL Financial Registered Representative/s associated with this site may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, and CFP® (with plaque design) in the UnitedStates to Certified Financial Planner Board of Standards, Inc.,which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Investor Sentiment Tested

How to Structure an Emergency Fund

6 Mental Health Tips for Investors

From Riches To Rags In Three Generations: Managing Generational Wealth Checklist

Schedule a Consultation

LPL Investment Advisor Representative

LPL Financial’s Outlook 2024