$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Portfolio Manager
Pam brings more than 30 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, and Habitat for Humanity.
CA Agent License #0C56815
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Pamela J. Thompson, CFP 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.
Traditional or Roth?
For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager