About Pamela S. Marshall, CFP®

Pamela Marshall brings to her clients a broad range of experience in the financial services industry. Ms. Marshall was a Vice President with First Union Securities and she began her career at Merrill Lynch.  In addition to graduating magna cum laude from California State University, Northridge, she has earned the Professional Designation in Personal Financial Planning at UCLA.


Complementing her professional achievements, she is also an award winning broadcaster having volunteered her time for many years producing public radio.  Ms. Marshall has been the recipient of two Golden Mike awards as well as a Silver Reel from the National Federation of Community Broadcasters. 


As a testament to her professionalism, Ms. Marshall has been quoted and featured in a number of investment industry periodicals including Investment News and Ticker Her financial planning comments have also been featured on the Los Angeles local television news on NBC 4 and CBS 2.


Pam is a long time resident of the San Fernando Valley.  She enjoys camping and fishing with her family, cooking with a love of BBQ, hanging out with her fur-children and her adorable nephews, and she is an active member of Temple Kol Tikvah in Woodland Hills.