Pam's Blog

Family Wealth Transfer Planning: Keeping it in the Family Through Generational Giving

What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You…
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Navigating Market Setbacks

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Dear Valued Clients, Financial markets lived up to their reputation during the month of August, which has a record for…
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401(k) Rollover Options to Consider

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When people are leaving their employer, one of the decisions they need to make is what to do with their…
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Investing as a Couple – Getting to Yes

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In a perfect world, both halves of a couple share the same investment goals and agree on the best way…
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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 financial consultants of Flournoy Wealth Management are registered representatives with, and securities, financial planning, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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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.

Family Wealth Transfer Planning: Keeping it in the Family Through Generational Giving

Navigating Market Setbacks

401(k) Rollover Options to Consider

Investing as a Couple – Getting to Yes

Schedule a Consultation

LPL Investment Advisor Representative

LPL Financial’s Outlook 2024