Helping you pursue financial independence!
We focus on the financial circumstances and goals that are unique to you and your family. With that information, we help you create a personalized financial strategy based on your short-term and long-term objectives, then monitor it to help you stay on track.
LPL Financial is one of the nation’s leading financial services companies and a publicly-traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Meet Pamela (California Insurance License# 0E72877) your licensed representative with and securities offered through LPL Financial, Member FINRA/SPIC.
Pamela has over 35 years in successful business operations and experiences with Fortune 500 companies. She has been a Financial Advisor for over 15 years and has been certified through The College of Financial Planning, as a Chartered Retirement Planning Counselor since 2007.
Pamela's goal is to get you on a path to efficient wealth accumulation potential and financial balance, while protecting the future of your loved ones and your livelihood. Pamela and her team of professionals, provide dedicated guides who deliver customized plans in a coordinated and holistic way. Pamela looks beyond your basic financial needs and seeks to help you protect cash flow and assets while helping to reduce your potential taxes and debt, now and in the future.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
For additional information please call us at 562-229-9181.
The financial consultants at LPL Financial are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRASIPC).
Insurance products are offered through LPL or its licensed affiliates. POPA Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial, and may also be employees of POPA Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, POPA Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL advisors do not offer tax advise. Please consult a tax professional. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA. California insurance license #0D64878
Membership at POPA FCU gives you access to any of our convenient products and services, such as online banking, bill pay, direct deposit, and so much more. You also receive one vote during an election at our annual membership meeting.
