Advisor at Strategic Planning Associates
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Planning Associates
Location
Granby, MA
Credentials
Series 63, Series 65
Industry experience
16 years
Pamela Desjardins is a financial advisor at Strategic Planning Associates in Granby, MA, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Elite Investment Team, LLC since 2018. In addition to her advisory role, she is involved in the sale of life and health insurance, long-term care insurance, and fixed annuities. Strategic Planning Associates provides financial planning and discretionary portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm offers tailored asset-allocation models implemented on a discretionary basis and emphasizes a small-scale, relationship-focused approach.
Based on Strategic Planning Associates
Fixed fees for financial planning services as agreed in financial planning agreement.
$0 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.0% Over $5,000,000+: Negotiable
Commissions earned from insurance products sales by licensed associates.
Hourly fees for financial planning and consulting services.
Account minimum: $25,000 Fee-only: Fixed or hourly fees for financial planning services; fees negotiable on a case-by-case basis.
Granby, MA
Massachusetts
Elite Investment Team, LLC
2018 - Present (8 years)
Pamela M. Desjardins, Financial Consultant
2005 - Present (21 years)
Strategic Planning Associates
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Hadley, MA
Fee-Only Financial Planning
Series 63, Series 65
Springfield, MA
USA 401K
Series 63, Series 65
Holyoke, MA
Momentum Investment Management, LLC
CFP®, ChFC®, Series 63
Amherst, MA
Quabbin Advisors
CFA®
Belchertown, MA
Pennyfarthing Investment Management, L.L.C.
Series 65
Agawam, MA
Verducci Asset Management, Inc.
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