Pamela Poldiak (CFP®, CPA)
Pamela Poldiak focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA and Charleston, SC, we serve clients locally and across the country. Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge, we work to exceed expectations and our clients are the focus of everything we do.
We work collaboratively with you to design a financial plan that supports your goals and dreams while maintaining your financial security thru all phases of your life’s journey. We go beyond what makes a good financial advisor by forming a caring, authentic relationship built on trust. We want to be your trusted partner and work to earn it every day!
Additional Information
Pam co-founded Partners in Financial Planning, LLC in 2009. She has a B.S. in Commerce from the University of Virginia’s 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.
NAPFA Start Date
April 08, 1999
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