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Pamela PlickPamela Plick
Pamela PlickPamela Plick
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Meet Pamela

Pamela is on a mission to help women confidently build wealth from the inside out! As CEO/founder of Pamela Plick Wealth Management LLC. and author of the Amazon Best-Selling book, Rise to Your Money Power, Pamela Plick has helped hundreds of purpose-driven women find their money power through her programs and services: providing the education, strategies and tools to grow financial confidence, security and freedom.

Pamela is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Money Coach (CMC)®, fee-only Registered Investment Advisor and an Accredited Wealth Management Advisor™.

Drawing on over 25 years of experience in the financial services industry, Pamela opened her own firm in 2011. Since then, she has become a well-recognized financial expert and a sought-after speaker.

Her work has been highlighted on The Huffington Post, Investopedia, NerdWallet and in USA Today and Forbes. She has also been a featured expert on Golden Girl Finance, DailyWorth and Investopedia.

Education/Certifications

  • BS, Business Administration, California State University, Los Angeles
  • Certified Financial Planner™
  • Certified Money Coach (CMC)®
  • Accredited Wealth Management Advisor™
  • California Registered Investment Advisor

Affiliations

  • Financial Planning Association

Why I Focus on Women

Despite having a great job, Pamela, like so many other women, found herself in an uncertain and scary place after her divorce. With a young child to care for Pamela needed to understand how to plan for her family’s future, she needed to take control of her money and life. As she progressed in her career she met numerous women like her who either through divorce, loss of their spouse, or a lack of engagement in their family finances found themselves lacking confidence in successfully managing their money and securing a plan for their future.

Once she established her own firm, Pamela made it her mission to assist women. Women have unique financial planning and investment needs and are often underserved by most professional advisors. Women are at greater risk than men to be ill-prepared for retirement. In general, women live longer, their careers are often interrupted to care for family concerns, and they tend to be more conservative about investing. She believes education is key to women achieving their long term financial goals. Her goal is to empower, educate and engage women around their money and inspire them to live a life of financial wisdom, prosperity and abundance.

To further this goal, Pamela expanded her services to include instruction at several universities, institutes and business centers, hosting Women and Money Power Workshops, professional speaking engagements, and published articles. Through these increased touch points Pamela is able to offer more 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 that empowers them to take control of their wealth management.

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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.

Latest Posts

  • Mindset Makeover: Transform Your Thinking and Achieve Your Dreams
  • How To Unlock The Power of Mental Toughness & Resilience To Achieve Your Goals
  • How To Claim Your Power and Embrace Your Inner Strength
  • Pamela Plick
  • Palm Desert, CA 92260
  • (760) 200-8611
  • pamela@pamelaplick.com

© 2023 · Pamela Plick | Certified Financial Planner | Certified Money Coach | Author. Check the background of this financial professional on FINRA's BrokerCheck

  • Home
  • Meet Pamela
  • Work With Pamela
    • Money Coaching
    • Financial Planning
    • Wealth Management
  • Money Type Quiz
    • Money Type Quiz
    • The Eight Money Archetypes
  • Community
    • Rise to Your MONEY POWER
  • Rise to Your MONEY POWER TV SHOW
  • Speaking & Podcasts
    • Speaking
    • Podcasts & Media
  • Books
    • Rise to Your Money Power
    • Complimentary Book Materials
    • Join our FREE and private Facebook Community
  • Blog
  • Contact