At Flournoy Wealth Management, we understand that life's ups and downs can impact your financial well-being. That's why we're dedicated to providing personalized financial planning and investment management services to individuals and families in the San Francisco Bay Area.
Our Team
Our team is led by Pam Flournoy, a Certified Financial Planner (CFP) and Chartered Divorce Financial Analyst (CDFA) with over 18 years of experience. Pam's passion is helping women in transition, particularly those going through divorce or widowhood, to create a secure financial future. Her expertise includes divorce financial planning, investment management, and financial planning for women in transition.
About Our Services
At Flournoy Wealth Management, we offer a comprehensive range of financial services designed to help you achieve your financial goals. Our services include:
Divorce Financial Planning: We specialize in helping individuals navigate the complex financial implications of divorce, ensuring that our clients make informed decisions about their financial futures.
Investment Management: Our experienced team manages investment portfolios, guiding you towards achieving your long-term financial goals.
Financial Planning: We create personalized financial plans tailored to your unique circumstances and goals.
Our Philosophy
At Flournoy Wealth Management, we believe that every individual is unique and deserving of personalized attention. Our team takes the time to understand your distinct financial circumstances, goals, and aspirations. We then design customized financial plans and investment strategies to help you achieve your objectives.
Working with Us
By choosing Flournoy Wealth Management, you can rest assured that you're working with experienced professionals who are dedicated to your financial success. Our team is committed to providing transparent and unbiased advice, always putting your best interests at heart.
Partnering with LPL Financial
As an independent financial advisor, Flournoy Wealth Management partners with LPL Financial, a leading investment advisory firm. This partnership enables us to offer a wide range of investment products and solutions, giving you access to a broader range of investment options.
Accessing Our Services
Schedule a complimentary, 30-minute consultation with us today by visiting our website or contacting us at (408) 271-8800. Let us help you achieve your financial objectives and create a more secure financial future.
Review Summary
Overall Experience
The reviewers have consistently praised Pam's exceptional service, citing her helpful information and friendly demeanor as the standout aspects of their experience. The tone is overwhelmingly positive, with reviewers expressing their satisfaction and approval of Pam's work.
Helpful Information
The reviewers have emphasized the importance of the helpful information they received from Pam, praising her for providing valuable insights and guidance. This demonstrates Pam's ability to effectively communicate complex ideas and provide practical solutions.
Friendly and Professional
The reviewers have also commended Pam's professional and friendly approach, describing her as a "really nice lady" and stating that she is a pleasure to work with. This warm and welcoming demeanor has helped to create a positive and engaging experience for the reviewers.
Recommendation
The reviewers have universally recommended Pam's services, citing her exceptional qualities and excellent work ethic. This level of endorsement indicates a strong reputation and a high level of trust in Pam's abilities.
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