Pam's Blog

Spreading Holiday Cheer with Year-End Giving

The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions. For many people,…
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Dos and Don’ts for Investing During the Holidays

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In the world of investing, the “holiday effect,” as it is often referred to, is a phenomenon where stock prices…
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Unused 529 Plan Funds: 5 Spending Options to Consider

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529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary’s qualifying education expenses. Sometimes,…
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Your Traditional 401(k) Year-End Review Checklist

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A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will…
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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 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.

Spreading Holiday Cheer with Year-End Giving

Dos and Don’ts for Investing During the Holidays

Unused 529 Plan Funds: 5 Spending Options to Consider

Your Traditional 401(k) Year-End Review Checklist

Schedule a Consultation

LPL Investment Advisor Representative

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