• Flournoy Wealth Management

    San Jose,CA Financial ServicesCompany Opening
    Certified Divorce Financial Analyst with expertise in both investing and divorce financial matters. She a secure financial future. Flournoy Wealth Management has been providing wealth management services for 18goals, risk tolerance, and income needs. Pam also offers comprehensive financial planning services, helping
  • Julie Ping He, CFP - Gateway Financial Advisor

    San Jose,CA Company OpeningFinancial Services
    , CFP® is a Gateway Financial Advisor who specializes in providing clients with comprehensive wealth management services. She takes a hands her clients' individual risk tolerance and goals. Julie looks at a client's entire financial picture, considering all