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  1. US
  2. CA
  3. San Jose
Flournoy Wealth Management

Flournoy Wealth Management

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1165 Lincoln Ave #330, San Jose, CA 95125, USA Get Directions
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SUMMARY   Services Excellence Summary

Securities and Financial Planning are offered by LPL Financial. LPL Financial is a registered investment adviser. Member FINRA/sic (finra.org). LPL Financial registered representatives associated with this site may not discuss or transact securities business only with residents in the following states: CA (CO), MO, NV, and TX. This profile does not represent the opinions of LPL Financial. It has not been checked for accuracy and completeness by LPL Financial. My approach to life and practice is based on competence, character, and compassion. I have a personal story that has inspired me to assist others with financial planning and investment management. When I became suddenly widowed in 2000, I had a plan and made smart investment decisions. I was then able to move forward with my family and create a secure life. My practice is geared towards single women, especially those in transition after divorce or widowhood.

 

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Flournoy Wealth Management Reviews: 1. Average Rating: 5.0
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