Pamela J. Thompson, CFP - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1455 1st St Ste 300, Napa, CA 94559
- Phone
- (707) 254-1518
- Website
- advisors.ubs.com
- County
- Napa County
About
At Pamela J. Thompson, CFP - UBS Financial Services Inc., we help families and individuals in Napa and across Napa County plan with confidence for the financial future they want. We offer financial planning and personal financial consulting, working with clients to set goals, organize their finances and make thoughtful decisions at every stage of life.
Our approach begins with listening, so every recommendation reflects your priorities, your timeline and your comfort with risk. As a Certified Financial Planner practitioner, we bring a disciplined, planning-first perspective to each relationship.
Whether you are building savings, preparing for retirement or looking after a family's long-term needs, we aim to make complex financial questions clear and manageable.
Learn more and explore our services on our website, or call or stop by to start the conversation.
Our approach begins with listening, so every recommendation reflects your priorities, your timeline and your comfort with risk. As a Certified Financial Planner practitioner, we bring a disciplined, planning-first perspective to each relationship.
Whether you are building savings, preparing for retirement or looking after a family's long-term needs, we aim to make complex financial questions clear and manageable.
Learn more and explore our services on our website, or call or stop by to start the conversation.