About Pamela S. Marshall, CFP®

Pamela Marshall brings to her clients more than 25 years of experience in the financial services industry. Prior to opening her own practice, Pam was a Vice President with First Union Securities and she began her career at Merrill Lynch.  She has been a, CERTIFIED FINANCIAL PLANNER™ certificant since 2007.

Complementing her professional achievements, she is also an award winning broadcaster having volunteered her time for many years producing public radio.  Ms. Marshall has been the recipient of two Golden Mike awards as well as a Silver Reel from the National Federation of Community Broadcasters. 

As a testament to her professionalism, Pam has been quoted and featured in a number of investment industry periodicals including Investment News and Ticker.  Her financial planning comments have also been featured on the Los Angeles local television news on NBC 4 and CBS 2.

Pam is a long time resident of the San Fernando Valley and she is an active member of Temple Kol Tikvah in Woodland Hills. 

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and  CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.