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Pam Rodriguez


Pam embarked on her journey in the Financial Services industry in 2011, commencing her path at Wells Fargo Bank in Sacramento, CA. As her career evolved, she transitioned to the role of an Associate Financial Advisor at a boutique Advisory firm based in Palm Desert, CA. She then advanced to the position of Financial Advisor at the Davis Merrill Lynch/Bank of America branch, prior to her move to New York City where she earned the esteemed title of a Certified Financial Planner practitioner.

Enriching her experience, Pam made significant contributions as the Retirement Specialist overseeing the Northern California/Nevada region for Principal Financial Group, before culminating her path with the establishment of Fulfilled Finances LLC.

Over a decade into her career, Pam places immense value on the profound relationships she fosters with her clients, viewing this as the quintessential means of continuously serving and assisting individuals.

Her academic accomplishments include a degree in Financial Planning from Liberty University. Moreover, she successfully completed the Certified Investment Management Analyst® Education program at the distinguished University of Chicago Booth Business School. Pam's forthcoming endeavor involves preparing for her California Real Estate Exam in 2024.

Pam's influence extends beyond her professional achievements, as evidenced by her pivotal roles as Treasurer for the Financial Planning Association of Northern California, Secretary for the Elk Grove Rotary Club, and resident Social Security Presenter with AARP’s Sacramento Chapter. Her commitment to financial literacy education is evident through her roles as an educator with both the Association of Financial Education and the California Department of Corrections and Rehabilitation.

Prior to founding Golden Wealth Capital, Pam successfully founded and operated Fulfilled Finances, LLC an RIA registered in the State of California. Her clients from Fulfilled Finances now call Golden Wealth Capital their "home".

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