Meet Pamela 

Known as the “Money Mentor for Women,” Pamela Plick specializes in helping women find their money power: providing the education, strategies and tools to grow financial confidence, security and freedom.


Pamela is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Money Coach (CMC)®, fee-only Registered Investment Advisor, Certified Divorce Financial Analyst™ and an Accredited Wealth Management Advisor™.


Drawing on over 25 years of experience in the financial services industry, Pamela opened her own firm in 2011. Since then, she has become a well-recognized financial expert and a sought-after speaker.

Her work has been highlighted on The Huffington Post, Investopedia, NerdWallet and in USA Today and Forbes. She has also been a featured expert on Golden Girl Finance, DailyWorth and Investopedia.



  • BS, Business Administration, California State University, Los Angeles

  • Certified Financial Planner™

  • Certified Money Coach (CMC)®

  • Divorce Financial Analyst™

  • Accredited Wealth Management Advisor™

  • Registered Investment Advisor


  • Financial Planning Association

  • Institute for Divorce Financial Analysts


Why I Focus on Women


Despite having a great job, Pamela, like so many other women, found herself in an uncertain and scary place after her divorce. With a young child to care for Pamela needed to understand how to plan for her family's future, she needed to take control of her money and life. As she progressed in her career she met numerous women like her who either through divorce, loss of their spouse, or a lack of engagement in their family finances found themselves lacking confidence in successfully managing their money and securing a plan for their future.

Once she established her own firm, Pamela made it her mission to assist women. Women have unique financial planning and investmentneeds and are often underserved by most professional advisors. Women are at greater risk than men to be ill-prepared for retirement.In general, women live longer, their careers are often interrupted to care for family concerns, and they tend to be more conservative about investing. She believes education is key to women achieving their long term financial goals. Her goal is to empower, educate and engage women around their money and inspire them to live a life of financial wisdom, prosperity and abundance.


To further this goal, Pamela has expanded her services to include instruction at several universities, institutes and business centers, hosting Women and Money Power Workshops, professional speaking engagements, and published articles. Through these increased touch points Pamela is able to offer more women a unique insight into the particular issues that concern them. For some of her clients, she acts as an educator-for others, a coach or mentor. For all of her clients, she is a trusted partner that empowers them to take control of their wealth management.