Pamela D. Plick,  CFP<sup>&reg;</sup> - Financial Advisor

Pamela D. Plick, CFP®

Founder/Owner

Pamela Plick Wealth Management

44489 Town Center Way, Ste D 472
Palm Desert, CA 92260
(760) 200-8611

General

Pamela Plick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pamela Plick Wealth Management in Palm Desert, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AWMA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Investment Management, Getting Divorced, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources