About the Business
Pam Flournoy is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing and divorce financial matters. She is committed to bringing financial clarity and understanding to individuals navigating the complexities of divorce and helping them make informed decisions that will ensure a secure financial future.
Flournoy Wealth Management has been providing wealth management services for 18 years, using a strategic investment approach that takes into account each client's goals, risk tolerance, and income needs. Pam also offers comprehensive financial planning services, helping clients to take the steps necessary to pursue their life goals.
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- Finding myself widowed at the age of 43 and with 2 young children, I knew it was imperative for me to understand my financial picture and pursue a career through which I could help people in doing the same. While working full time and raising my kids, I earned the Certificate for Financial Planning at UC Santa Cruz, Extension, followed by passing the 10 hour exam to become a CFP(R) professional. My work is to enable my clients to see the "Big Picture" of their financial life and to analyze the details of that picture - what works, what needs to be changed and what is missing. In 2004 I opened my planning and investment practice with Waddell & Reed in Campbell. In 2007, I obtained my certification as a CFP(R) professional and moved to LPL Financial, the largest broker dealer for independent advisors in the nation, as reported by Financial Planning magazine, June 1996-2019. In 2014, obtained my certification as a Certified Divorce Financial Analyst.
- (408) 271-8800
- 1165 Lincoln Ave Ste 330, San Jose, CA 95125
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed