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Pamela Plick on Financial Planning for San Jose Women

As women, we have unique financial needs. Our lives are often complex and changing. One day we're married with young children; next, we're empty nesters. We plan for retirement, but suddenly we're paying college tuition for our kids and caring for our parents. Some of us are divorced or widowed, yet financial stability rests on our shoulders.

We are running a household, managing finances and hoping we make the right decisions to ensure we maintain our lifestyle and leave a suitable legacy. It can be daunting.

That's where I come in.

I'm Pamela Plick, Certified Financial Planner™ practitioner and founder of Pamela Plick Wealth Management LLC.

I empower women to take financial control and live the life they want. I believe in listening to my clients and discovering their financial goals. My passion is educating women so they are able to make well informed decisions when implementing their financial plans. As a trusted advisor, I help answer tough questions like:

Now that I'm single, how will I live the life I want? Am I on track to living a successful retirement? Are my investments right for me?

The truth is, you've earned your wealth. Shouldn't you plan and invest wisely so your financial security can be enjoyed for generations to come?

"Here's the thing:

"financial planning is not just for the wealthy. You are working hard to earn your money, so shouldn't you plan and invest wisely so your financial security can be enjoyed for generations to come? With the right support, it isn't scary or hard." "Now is the time for you to get started, take control, and finally become the CFO of your life!" "Connect with me here so we can get to know each other better, and work together to help you gain the financial confidence and peace of mind that you deserve."

I look forward to working with you soon!

LINKS TO FREE RESOURCES AND DOWNLOADS:

Take my free Money Type quiz: http://moneyquiz.pamelaplick.com/

Download my free e-book 10 Smart Financial Steps for Savvy Women: https://mailchi.mp/pamelaplick.com/10...

Contact me to speak at your event: http://www.pamelaplick.com/Speaking-a...


Pamela Plick Wealth Management LLC is a fee-based California Registered Investment Advisory firm specializing in comprehensive financial planning, divorce financial planning, planning for women, investment management, and charitable giving strategies. Pamela Plick is a registered investment adviser with her principal place of business in the State of California. The material on this website is intended for general information purposes only and should not be construed by any consumer and/or prospective client as Pamela Plick's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.


 




 

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