Meet the team
Pam Williams, CPA
Pam Williams is founder of Navigating Wealth, a Financial Planning and Wealth Coaching firm with offices in Greensboro, North Carolina, and Palo Alto, California. 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 and is 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 a CPA and soon will have completed both the Certified Financial Planning (CFP) and
Institute for Divorce Financial Analysts® programs . 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), National Association of Personal Financial Advisors (NAPFA) and American Institute of Certified Public Accountants (AICPA) and is a frequent guest lecturer at conferences.
Pam is also passionately involved with many nonprofits and currently serves on several boards, including Hospice and Junior League. She enjoys music and is a member of the Greensboro Symphony Guild. She also loves traveling and outdoor sports and was recently featured in a series of articles by the American Sailing Association.
Email Pam at pam@navigatingwealth.com
