Pam's Blog

Everything You Need to Know About 529 Plan Withdrawals

529 plans can be used in every state to pay for education expenses at private K-12 and secondary education institutions…
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Year-end Tax Planning for High-Net-Worth Individuals

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As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax…
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Staying The Course

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Dear Valued Client, The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this…
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Protect Financial Information from Prying Eyes on the Web

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As more and more consumers search for financial information on the Internet, they may inadvertently leave themselves open to being…
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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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*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.

Everything You Need to Know About 529 Plan Withdrawals

Year-end Tax Planning for High-Net-Worth Individuals

Staying The Course

Protect Financial Information from Prying Eyes on the Web

Schedule a Consultation

LPL Investment Advisor Representative

LPL Financial’s Outlook 2024