Provider Bio

Flournoy Wealth Management

Competence, character, and compassion describe my approach to my life and my practice. My own life story has compelled me to help others through financial planning and investment management.
Categories: Financial Adviser
Licence #: 58750

About Us

Because I did have a financial plan in place and had made good investment decisions – when I was suddenly widowed with two young children in 2000 — I was able to go forward and provide a stable life for my family. I have a special focus in my practice for single women – especially women in transition through divorce or widowhood.

I provide flat fee, hourly, and fee-based planning and investment management. I serve individuals and small business owners throughout the San Francisco Bay Area — from Santa Cruz to San Francisco, Silicon Valley and the East Bay.

Our Video


0 Star -
0 Review

Contact Provider

Professional Information

Our Location

click to enable zoom

Subscribe our weekly newsletter to get the latest news and updates delivered directly in your inbox.