Flournoy Wealth Management, based in San Jose, California, is an independent financial advisory firm led by Pam Flournoy, CFP® and CDFA®, with over 18 years of experience. The firm specializes in providing comprehensive financial planning services tailored to women undergoing significant life transitions, such as widowhood or divorce.

Flournoy Wealth Management offers a range of services, including retirement planning, investment management, tax strategies, and estate planning, all delivered through a fee-based model. The firm emphasizes a personalized approach, working closely with clients to understand their unique financial situations and goals.

Pam Flournoy’s personal experience as a widow raising young children in Silicon Valley informs her empathetic and practical approach to financial advising. The firm is affiliated with LPL Financial, a registered investment advisor, ensuring access to a broad array of resources and support.