Pam Friedman, CFP®, CDFA®, is a Managing Director and Principal at Robertson Stephens. She has over 30 years of financial planning and investment experience. Pam is passionate about educating her clients to help them develop their financial plan through all of life’s transitions. She is on a mission for women and men to be more informed about their money, especially in the context of their relationships. Whether you are getting married, living together, or ending your relationship, her books on the subject, “I Now Pronounce You Financially Fit” and “Financially Fit Divorce”, are important reading. Pam was recently recognized as 2023 Woman Financial Planner for the Year by Wealth Solution Report.

Business Hours:
Mon: 9:00 am - 5:00 pm
Tue: 9:00 am - 5:00 pm
Wed: 9:00 am - 5:00 pm
Thu: 9:00 am - 5:00 pm
Fri: 9:00 am - 5:00 pm
Sat: Closed
Sun: Closed