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Meet the team

Pam Stearns, MBA, CPA & CDFA

Pam Stearns is founder of Navigating Wealth, a Financial Planning and Wealth Coaching firm in Greensboro, North Carolina. Navigating Wealth specializes in working with women. Pam's expertise is the “blending” of Interior and Exterior Finance, integrating behavioral attitudes that often drive success or failure around money and merging this with traditional aspects of wealth planning. She blends Interior Wealth (dreams, road blocks, aspirations and core values) with Exterior Wealth (strategies  and financial tactics).

Pam is on the advisory boards of Women, Meaning & Money® and Sudden Money®  Institute.  She is also a certified Advanced Financial Life Planner. Her recent articles include the Secret Worries of Successful Women and she is currently appearing on a nationwide PBS TV Series with Susan Bradley, “Women in Transition”.

Pam has her Economics degree from UCLA and an MBA from the University of California.  She is both a CPA and CDFA (Certified Divorce Financial Analyst) and soon will have completed the Certified Financial Planning (CFP) program . She has over twenty years experience in the financial arena and has worked with numerous Fortune 500 and Big Four accounting firms.  She left the corporate world to follow her own dream - that of educating and empowering women to achieve financial confidence and personal clarity.  She is a member of the Financial Planning Association (FPA), NAPFA ("fee only" National Association of Personal Financial Advisors) and American Institute of Certified Public Accountants (AICPA).  Pam is a frequent guest speaker at conferences, nonprofits and in industry.

Pam is also passionately involved with many nonprofit board, including Greensboro's Women to Women's Endowment Fund, Hospice, Junior League, Symphony Guild and Peninsula Center for the Blind.  She also loves traveling and outdoor sports and was recently featured in a series of articles by the American Sailing Association.

Please email Pam at pam@navigatingwealth.com   

 

Erica Procton

Erica is a Financial Associate Professional with Navigating Wealth.  She assists clients in achieving financial peace of mind and helps them realize their goals. 

Prior to entering Financial Planning, Erica had a successful career in real estate investment, specializing in the acquisition and syndication of office and hotel properties located around the country.  

  

She has a Bachelor of Science in Business Administration from Washington University in St. Louis and is also a member of NAPFA ("fee only " National Association of Personal Financial Advisors).

Erica resides in Greensboro with her two sons and loves to travel, exercise and cook.

Please email Erica at erica@navigatingwealth.com

 

 

Joyce Staley, RPSM

 

Joyce is an Administrative Assistant and Associate Financial Professional, assisting Navigating Wealth in client service and workshop presentations.

She is a Registered Paraplanner (RP), a designation from the College for Financial Planning and has over 20 years of customer service experience in various professional settings, including extensive experience in Event Planning and Administrative Support.

Please email Joyce at joyce@navigatingwealth.com

 

 





“Pam has the gift of helping people understand complex and often confusing financial issues while making it fun and exciting at the same time. She brings out the best in people and genuinely cares about making a difference in people's lives.”

Susan Bradley, Founder of Women, Meaning & Money® and host of the PBS Television series, Women in Transition.


Navigating Wealth®
324 W. Wendover Avenue, Suite 210

Greensboro, NC  27408

Tel:  (336) 706-8100
info@navigatingwealth.com