Good financial decisions don't have to be confusing. Pamela has been in the financial services industry for over 30 years.Her goal is to empower, educate and engage her clients around their money/financial issues as they go through life transitions such as divorce, widowhood, and retirement. Pamela meets her client’s needs through personalzed service,expertise and maintaining the highest level of trust, integrity and honesty with clients and their advisors.

Pamela Plick is a CERTIFIED FINANCIAL PLANNER™ practitioner and fee-based Registered Investment Advisor. She also holds the specialized designations of Certified Divorce Financial Analyst™and Accredited Wealth Management Advisor™. 

Pamela’s practice focus areas include financial planning, divorce financial consulting,  planning for women, investment management, wealth management and charitable giving strategies. (see the video on the About My Firm page)

To schedule a COMPLIMENTARY initial meeting (see the how to get started tab), please complete the "contact us form".

 

Financial Planning

As a CERTIFIED FINANCIAL PLANNER™ practioner, having an in-depth understanding of her clients’ needs and goals is fundamental to the way Pamela works with her clients. She believes in the financial planning process. This is the process of identifying goals, gathering and reviewing financial data, and designing and implementing a plan to help clients build, manage and preserve their wealth.  Not everyone needs to have a written comprehensive plan, however, everyone can benefit from the financial planning process.

Divorce Financial Consulting

As a Certified Divorce Financial Analyst™, Pamela functions as an unbiased (neutral) consultant or resource for both parties in a divorce or separation or in a financial advisory capacity to only one of the parties. She also functions as an outside expert or as a member of a team working with the attorney. Pamela helps determine the short-term and long-term financial impact of proposed divorce settlements, offers valuable insight into the pros and cons of different settlement proposals, and helps avoid common financial pitfalls of divorce.

Planning for Women

Women have unique financial planning and investment needs and are underserved by most professional advisors. Pamela believes education is key to women achieving their long term financial goals. She aims to empower, educate and engage her clients around their money.

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 Wealth Management

Pamela is an independent, fee-based California Registered Investment Advisor, committed to providing objective investment advice in the core areas of financial planning and asset management. Her focus is to help clients build, manage and preserve their wealth through proactive planning and customized wealth  management solutions. 

 

PAMELA'S WORK HAS  BEEN FEATURED IN: