Pam's Blog

An Excellent First Quarter for Stocks

The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode…
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Questions to Ask If Navigating a Solo Retirement

Pursing not only a confident retirement but one that is vibrant and fulfilling. Embarking on retirement alone, either by choice…
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Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners Towards High-Net-Worth Status

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The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a…
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High-Net-Worth Retirement Planning: How Social Security Fits In

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As high-net-worth (HNW) individuals approach their golden years, retirement planning often becomes a focal point of their financial strategies. One…
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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

***

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.

An Excellent First Quarter for Stocks

Questions to Ask If Navigating a Solo Retirement

Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners Towards High-Net-Worth Status

High-Net-Worth Retirement Planning: How Social Security Fits In

Schedule a Consultation

LPL Investment Advisor Representative

LPL Financial’s Outlook 2024