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Pamela Poldiak - Cfp, Cpa in Salem, VA

Pamela Poldiak

Cfp, Cpa

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Pam co-founded Partners in Financial Planning, LLC in 2009. She has a B.S. in Commerce from the University of Virginias McIntire School. Pam has been a CPA since 1993, and a CFP since 2000. She served on the NAPFA National Board of Director...... Show More
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About
Pam co-founded Partners in Financial Planning, LLC in 2009. She has a B.S. in Commerce from the University of Virginias McIntire School. Pam has been a CPA since 1993, and a CFP since 2000. She served on the NAPFA National Board of Directors from 2016 to 2019, including two years as Treasurer/Secretary. She has been quoted in a variety of local and national publications, including The Roanoke Times, Washington Post, Smart Money, MSN Money and Financial Planning magazine. Pam is married to Mike and has two sons, Andrew and Will. In her free time, she can be found on Smith Mountain Lake paddle boarding or sailboat racing. She also loves to travel, and recently became a certified scuba diver.
Specialities
Estate & Generational Planning Issues
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice with Ongoing Management
Medical Professionals
Retirement Planning & Distribution Rules
Tax Planning
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FAQs
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What is Pamela Poldiak’s work email address?
Pamela Poldiak’s professional email address is p**@p**************************.com. You can also email Pamela Poldiak by clicking on the contact Pamela Poldiak.
Where is Pamela Poldiak based out of?
Pamela Poldiak’s primary location is Salem, VA.
What is Pamela Poldiak's phone number?
Pamela Poldiak's phone number is (540) 444-2930
What is Pamela Poldiak's title??
Pamela Poldiak is a Cfp, Cpa.
What are Pamela Poldiak's areas of expertise?
Pamela Poldiak specializes in Estate & Generational Planning Issues, Fixed Fee (Subscription, Retainer, etc.), Investment Advice with Ongoing Management, Medical Professionals, Retirement Planning & Distribution Rules, Tax Planning, fixed fee (subscription, retainer, etc.).