Pam has been working in the financial services industry providing investment, insurance, estate, and business planning advice for over 25 years, serving both individuals and small business owners. She believes that educating her clients is the key to helping them make the best decisions for themselves and their families. In order to provide the best advice possible, Pam follows stringent continuing education requirements to stay current with industry rules, regulations, and strategies.
She has earned the distinguished CERTIFIED FINANCIAL PLANNER (CFP)™, Registered Financial Consultant (RFC) and Life Underwriter Training Council Fellow (LUTCF®) designations. She is also a certified Biblical Stewardship instructor.
Building long-term client relationships based on trust can only occur when integrity, ethical conduct and exceptional client service are at the core of the professional engagement. Pam wholeheartedly adheres to the Certified Financial Planner Code of Ethics and Standards of Conduct.
Her professional affiliations include: The National Association of Insurance and Financial Advisors (NAIFA®), The Society of Financial Service Professionals (FSP) and The National Association of Professional Women (NAPW). She holds her life and health license and security registrations (series 6, 7, 65 and 63) with LPL Financial.
Pam is currently working on developing and implementing her Non-Profit organization, “One Less Tear”. Her dream of this non-profit is to provide medical, prescription and emotional support to those adults who live every day with Type 1 Diabetes and fall through the cracks of today’s healthcare. Pam is an avid supporter of JDRF, formerly known as Juvenile Diabetes Research Foundation, a cause that has hit close to home.
When Pam is not training for the 100 mile JDRF Ride to Cure Diabetes or fundraising for the cause, she enjoys traveling to far off lands and spending time with her children.
"One Less Tear" is not affiliated with Blodgett Wealth Management or LPL Financial
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States.
To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. The information relates specifically to CFP certification in the United States.
In the United Kingdom, the CFP licence/designation is available to financial planners through membership of the Chartered Institute of Securities & Investment (CISI).
Registered Financial Consultant (RFC) ... The designation is awarded by the International Association of Registered Financial Consultants (IARFC) to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.
Life Underwriter Training Council Fellow (LUTCF®) Designation Program - often considered the first designation any insurance professional should earn - has delivered value to more than 70,000 professionals since 1984. When you earn the LUTCF® designation, you receive so much more than a recognized designation. You gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services.