Pam's Blog

3 Divorce Settlement Pitfalls to Watch Out for, No Matter How Big the Estate

As a certified divorce financial analyst who strives to provide clarity in decision making during the divorce process, here are…
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Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

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Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the…
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3 Financial Moves to Consider Before Ringing in the New Year

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Although you don’t have to wait until January to begin working on your financial goals, a new year may bring…
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Helping Elders Manage Their Assets

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Today, many individuals are finding it necessary to help elderly parents or relatives manage their personal finances. One area of…
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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.

3 Divorce Settlement Pitfalls to Watch Out for, No Matter How Big the Estate

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

3 Financial Moves to Consider Before Ringing in the New Year

Helping Elders Manage Their Assets

Schedule a Consultation

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