$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Pam brings more than 25 years of financial services experience to the Compass Financial Group. Pam develops comprehensive financial plans, as well as customized financial strategies to help pursue clients' short and long-term goals. She is a CERTIFIED FINANCIAL PLANNERTM practitioner. She holds Series 7,31, 63 and 65 securities licenses as well as life and health insurance licenses. Pam earned her B.S. in organizations, leadership and management from the University of San Francisco.
In her spare time, Pam enjoys music, birdwatching, and volunteering for the Audubon Society, Ronald McDonald House and Habitat for Humanity.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Pamela J. Thompson is also part of:
Compass Financial Group
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
The answer to planning your future
Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?
Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager