• Flournoy Wealth Management

    San Jose,CA Financial ServicesCompany Opening
    is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing and divorce each client's goals, risk tolerance, and income needs. Pam also offers comprehensive financial planning services, helping clients
  • 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 her clients' individual risk tolerance and goals. Julie looks at a client's entire financial picture, considering all