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Latest

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Pamela Plick, CFP®, CDFA™, AWMA®

Empowering savvy women to become the CFO of their lives via proactive planning & wealth management.

pamelaplick.com

Pamela Plick is a CERTIFIED FINANCIAL PLANNER™ practitioner and fee-based Registered Investment Advisor based in Palm Desert, California. With over 25 years of experience in the financial services industry, her firm offers advisory services in the State of California and in other jurisdictions where exempted. She also holds the specialized designations of Certified Divorce Financial Analyst™ and Accredited Wealth Management Advisor™.

Pamela holds a Bachelor of Science degree in Business Administration with a major in Finance and a minor in Accounting from California State University, Los Angeles. She serves as adjunct faculty for the California State University, San Bernardino, and The Osher Lifelong Learning Institute at Cal State San Bernardino, Palm Desert Campus.

Pamela has always had passion for working with women. Her vast experience has taught her that women have unique financial planning and investment needs and are often underserved by most professional advisors. She believes education is key to women achieving their long term financial goals. Her commitment  is to empower, educate, and engage women around their money while inspiring them to live a life of financial wisdom, prosperity and abundance.

Pamela offers 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 who empowers them to take control of their wealth management.

Pamela is actively involved in several professional organizations including the Financial Planning Association. She is past president of the FPA of the Inland Empire Chapter. Pamela has a commitment to serving her community. Her charitable activities include raising money for nonprofits and serving on several advisory councils related to women’s empowerment, health, and education.

Pamela’s work has been featured in The Huffington Post, Golden Girl Finance, Investopedia, NerdWallet, and USA Today.

Download a free copy of her e-publication “10 Smart Financial Steps for Savvy Women” HERE.

Latest

  1. The Ultimate Guide to Talking Money With Your Mate

    Here are the five essentials for having a financial conversation with your significant other. READ MORE

  2. 5 Smart Financial Resolutions to Make

    Here are 5 financial resolutions to get your finances on track for 2016. READ MORE

  3. 3 Smart Year-End Money Strategies

    As 2015 comes to a close, here are 3 strategies to help your financial future in the new year. READ MORE

  4. 5 Ways to Maximize Your Retirement Savings

    Do you know if you are financially on track to achieve your retirement goals? Here are 5 ways to help maximize your retirement savings. READ MORE

  5. Do You Make These 3 Financial Mistakes?

    You may be making decisions based on what you learned about money growing up, in a way that doesn’t take your overall financial picture into account. READ MORE

  6. 6 Reasons to Update Your Financial Plan Now

    Have you had an important change occur in your life recently? If so, it’s also time to change your financial plan. READ MORE

  7. 5 Ways Emotions Can Negatively Impact Your Financial Decisions

    Do you let your emotions interfere with your financial decisions? Look out for these five common mistakes. READ MORE

  8. Suddenly Single? 9 Financial Mistakes You Should Avoid

    Going through a divorce, or coping with its aftermath? Avoid these common financial pitfalls to get back on your feet. READ MORE

  9. 5 Strategies to Create a Healthy Investment Portfolio

    Tailoring a portfolio to fulfill your needs comes from understanding your goals and the time frame you have in which to accomplish them. Find out t... READ MORE

  10. 5 Steps to Becoming Financially Wise

    Financial wisdom comes from empowering, educating, and engaging yourself around your money. Find out five steps you can take to help you get on you... READ MORE

  11. 5 Financial Mistakes Women Should Avoid

    Women have unique financial needs from their male counterparts. Find out five common economic mistakes women often make and how to correct them. READ MORE

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