Pam's Blog

5 Tax Planning Tips for Women Entrepreneurs

When you are busy running a company, it may be difficult to think about your taxes. Proactive tax planning helps…
Read More

Countdown To Investing in the New Year: 10 Questions To Ask Yourself

Blog

If one of your New Year’s resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New…
Read More

Top Year-End Investment Tips

Blog

Just what you need, right? One more time-consuming task to be taken care of between now and the end of…
Read More

Family Wealth Transfer Planning: Keeping it in the Family Through Generational Giving

Blog

What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You…
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.

5 Tax Planning Tips for Women Entrepreneurs

Countdown To Investing in the New Year: 10 Questions To Ask Yourself

Top Year-End Investment Tips

Family Wealth Transfer Planning: Keeping it in the Family Through Generational Giving

Schedule a Consultation

LPL Investment Advisor Representative

LPL Financial’s Outlook 2024