Pam's Blog

Life Insurance at Various Life Stages

Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life…
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Understanding Your Credit Situation at Your Current Stage in Life

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Credit is a crucial component of your financial health and wellbeing. Without proper credit, it might be difficult, if not…
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A Refresh for Your Finances

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When spring rolls around, your thoughts might turn to organizing your closets or giving your floors a good deep clean….
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Taxes on I Bonds

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Series I bonds are a popular savings investment that can also help you save on taxes…but the federal income tax…
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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

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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.

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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.

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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.

Life Insurance at Various Life Stages

Understanding Your Credit Situation at Your Current Stage in Life

A Refresh for Your Finances

Taxes on I Bonds

Schedule a Consultation

LPL Investment Advisor Representative

LPL Financial’s Outlook 2024