
Flournoy Wealth Management
San Jose,CA Financial Services
Company 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 Opening
Financial 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