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10 Smart Financial Steps for Savvy Women here. I have outlined 10 key steps to help you in achieving your financial goals.
Is a “quick start” Financial Foundation Strategy Session right for you?
If you’re saying to yourself, “I’m not quite ready to work with a financial planner to create a comprehensive plan but I still have a few pressing financial questions that I’d like help on. What should I do?”Maybe a "quick start" financial foundation strategy session is right for you. Click
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About Pamela Plick
Known as the “Money Mentor for Women,”
Pamela
believes strongly in educating and empowering women to take control of their financial future.
Pamela is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst™ and an Accredited Wealth Management Advisor™. She is founder and CEO of Pamela Plick Wealth Management LLC a fee-based Registered Investment Advisory firm based in Palm Desert, CA.
Drawing on more than 25 years of experience in the financial services industry, including a successful career at Edward Jones Investments, Pamela opened her own firm in 2011. Her company’s approach is simple: partner with financially independent women and help them confidently build financial wisdom and wealth through financial education, proactive planning and investment management.
Pamela’s financial advice 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 and DailyWorth.
To learn more about Pamela, inquire about speaking engagements, her services or media interviews, visit her website at
www.pamelaplick.com. For general inquires, email
pamela@pamelaplick.com or call 760-200-8611.