Pamela D. Poldiak
PARTNERS IN FINANCIAL PLANNING
Salem, VA 24153
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CRD#: 4585013
Professional summary
Pamela Dolvin Poldiak, CFP® is a registered financial advisor currently at PARTNERS IN FINANCIAL PLANNING, LLC located in Salem, Virginia.
Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Pamela has worked at 2 firms .
Biography
Pam co-founded Partners in Financial Planning, LLC in 2009. She has a B.S. in Commerce from the University of Virginia’s McIntire School. Pam has been a CPA since 1993, and a CFP® since 2000. She served on the NAPFA National Board of Directors from 2016 to 2019, including two years as Treasurer/Secretary. She has been quoted in a variety of local and national publications, including The Roanoke Times, Washington Post, Smart Money, MSN Money and Financial Planning magazine. Pam is married to Mike and has two sons, Andrew and Will. In her free time, she can be found on Smith Mountain Lake paddle boarding or sailboat racing. She also loves to travel, and recently became a certified scuba diver.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Insurance Planning
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Pamela Dolvin Poldiak's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
November 13, 2009 - Present
PARTNERS IN FINANCIAL PLANNING, LLC
Office #1: 421 South College Avenue, Salem, VA 24153RIA
CRD#: 151980
Salem, VA
Past
February 22, 2001 - November 13, 2009
FEE-ONLY FINANCIAL PLANNING, L.C.
RIA
CRD#: 108365
ROANOKE, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980 / SEC#: 801-70754
RIA
Registered Investment Advisory firm - (11/10/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/18/2022)
IAR
Virginia(11/13/2009)
Exams
Current Firm
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980 / SEC#: 801-70754
RIA
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Contact information
Main Address
421 South College Avenue, Salem, VA 24153
Mailing Address
421 South College Avenue, Salem, VA 24153
Phone number
(540) 444-2930
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,774 |
| AUM (Assets Under Management) | $ 779,819,330 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/10/2025 | ||
| 02/13/2024 | ||
| 01/09/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
