Pam’s goal is to help clients turn their dreams into realities by helping them develop a thoughtful plan and giving them guidance to ensure that they follow the plan.
As a Certified Financial Planner ® with over 15 year of personal financial planning experience, Pam understands the challenges people face when it comes to managing their financials and preparing for retirement.
Beginning her career in the corporate sector, Pam transitioned to personal financial planning, undergoing an industry training program with Morgan Stanley in Newport Beach and then joining Zuk Financial Group in 2003.
This transition allowed Pam to apply her professional experience and insight to help people work toward a solid financial foundation and pursue the life they’ve always wanted. As an independent advisor, Investment Advisor Representative, Pam acts as an investment fiduciary, always putting her clients best interest first. She is not tied to any specific plan, product or platform, allowing her to present the most suitable investment options and financial tools specific to each client.
Pam has extensive experience working with professional women, as well as educators, and she offers valuable insight and guidance to help them work toward their financial goals.
Pam and her team offer a clear, collaborative process to help clients develop a plan that strives to build assets, manage finances, and prepare for a great retirement.
“I am passionate about what I do. I strive to be the most trusted advisor to my clients. It’s both my challenge and my reward.” – Pamela Zedick