Pam's Blog

The Great Wealth Transfer: Women, Are You Ready?

Blog

A great wealth transfer is coming as the Baby Boomer generation moves on, and women are likely to be the…
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It’s Never Too Late to Improve Your Financial Awareness

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Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To…
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Planning a Vacation with Your Budget in Mind

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Planning and budgeting for a vacation can be stressful at first but planning and budgeting can actually take away the…
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A Better Than Expected First Half

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As we finalize the log on the first six months of 2023, we believe there’s value in reflecting on recent…
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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.

Financial Form CRS — www.lpl.com/crs

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.

The Great Wealth Transfer: Women, Are You Ready?

It’s Never Too Late to Improve Your Financial Awareness

Planning a Vacation with Your Budget in Mind

A Better Than Expected First Half

Schedule a Consultation

LPL Investment Advisor Representative

LPL Financial’s Outlook 2024