Flournoy Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1165 Lincoln Ave Ste 330, San Jose, Cali...Phone Number
(408) 271-8800Website
www.flournoywealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Flournoy Wealth Management
Flournoy Wealth is a boutique wealth management firm led by a mother-daughter team, dedicated to empowering women and their families to take control of their finances during life transitions. Offering services such as financial planning, investment management, divorce planning, and risk management, the firm focuses on personalized client-advisor relationships. With a foundation in empathy and decades of experience, they support clients in navigating financial challenges and building a secure future. The team believes in mentorship and the importance of financial confidence for women at every stage of life.Explore more
Flournoy Wealth Management Org Chart
AF
Lpl Financial Advisor
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Flournoy Wealth is a boutique wealth management firm led by a mother-daughter team, dedicated to empowering women and their families to take control of their finances during life transitions. Offering services such as financial planning, investment management, divorce planning, and risk management, the firm focuses on personalized client-advisor re... Read More
