Pamela Landy
Advisor at Lifecycle Financial Planners Inc.
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.
Advisor at Lifecycle Financial Planners Inc.
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.
Location
Bloomfield Hills, MI 48304
Credentials
CFP®
Industry experience
15 years
Pamela Landy is a CFP® professional with 15 years of industry experience. She has worked at Lifecycle Financial Planners Inc. since 2017 and previously spent 15 years at Cambridge Connection, Inc. Lifecycle Financial Planners serves individuals, families, small businesses, trusts, estates, and charitable organizations with comprehensive financial life planning and investment advisory services on a fee-only retainer basis. The firm uses a holistic, client-centered process that incorporates Functional Asset Allocation and behavioral tools, offering tailored, ongoing services including investment management, tax planning, and estate guidance.
Based on Lifecycle Financial Planners Inc.
Based on Lifecycle Financial Planners Inc.
Fee-only: Fixed annual fees ranging from $1,850 to $200,000 depending on service type and client complexity
40950 Woodward Ave Ste140
Bloomfield Hills, MI 48304
California · Florida · Louisiana · Michigan · North Carolina · Texas
Lifecycle Financial Planners Inc.
2017 - Present (9 years)
Cambridge Connection, Inc.
2002 - 2017 (15 years)
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