A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles.
Meet our guest — Pamela Jackson Sams, a strong voice in personal finance for women
Today’s topic: The importance of providing financial advice to women
Rita asks Pamela:
- How did you get started in financial services?
- What are some of the challenges you had early in your career?
- What keeps you going as an advisor?
- Tell me about your behavioral advisor designation.
- Share some words of wisdom for women in this industry.
About Pamela Jackson Sams: For 20 years, Pamela has been helping women improve their personal and financial wealth through solid financial life planning. She focuses on helping her clients secure their financial futures so they can sleep well at night. Pamela has become a strong voice in personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has been quoted in articles in various financial publications.
She has a membership in the Million Dollar Roundtable (MDRT), a universally recognized mark of excellence for the most successful in the financial services profession. Pamela holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. She was featured in the Women in Wealth section of Fortune Magazine November 2020 issue as a top Wealth Manager in the Washington DC metro area. In 2021, Pamela once again received a Five Star Wealth Manager award and was highlighted in the Washington Post and the Wall Street Journal.
Pamela completed the demanding requirements to receive a Chartered Retirement Planning Counselor certification through the College of Financial Planning. Pamela also holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. Behavioral Financial Advisors integrate techniques founded in traditional finance, psychology, and neuroscience to positively influence clients’ spending and saving behavior in challenging emotions. Pamela is married, lives in Chantilly, VA, and has three children. She devotes her free time to her family and church, enjoys reading, and loves singing. Learn more here: www.jacksonsams.com/
Learn more about Marguerita Cheng, CFP® Pro: www.MargueritaCheng.com • Listen to Rita’s podcasts on www.MargueritaChengRadio.com • Watch all of the video interviews on: www.MargueritaCheng.tv