Our Firm

Pam Friedman

“In our fast-paced world, you only lose if you do nothing. Our financial lives are too deeply connected to everything we care about to not act. Taking that next step forward will always get you closer to where you want to be.”

Pam Friedman, CFP®, CDFA®

Wealth Advisor, Women’s Advocate

Imagine a browser with 857 tabs open – all. the. time.

This is Pam. Women are more than just masters of multitasking – they’re increasingly multidimensional. Pam is a leading example of a growing force of women taking on more responsibilities as caretakers, entrepreneurs, and community leaders – all. at. once.

The key to success is extreme focus on what is important to you. Pam cares deeply about the well-being of her clients. Through exciting life transitions or life-changing setbacks, Pam serves as a fiduciary and a friend, empowering her clients to take ownership of their financial lives, one meaningful decision at a time.

Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who literally wrote the book (“I Now Pronounce You Financially Fit“) on marriage, divorce and the art of maintaining a healthy financial balance throughout. She has been featured in The New York Times, Estate Planning Magazine and on-air with ABC News Radio. Most recently, Pam was recognized as a Finalist for Austin Woman Magazine’s Woman’s Way Business Awards and a Nominee for both Austin Business Journal’s Profiles in Power and Investment News’ Women to Watch.

Pam holds an MBA from the McCombs School of Business at The University of Texas at Austin. She has worked as an investment banker, specializing in middle-market lending and private equity in New York, served as executive director of high-yield bonds for an elite firm in London, and taught graduate-level investment management courses for several years at her alma mater.

Drawing on her extensive experience, spanning nearly 30 years in the industry, Pam helps clients truly enjoy their lives knowing they have a plan for their financial future. She’s building a community that appreciates how a little organization, a lot of planning, and a wealth of knowledge enables them to focus their time on the moments that really matter to them.

For Pam, those special moments include watching stand-up comedy with her husband, Mitch, enjoying the trail on Lady Bird Lake, and visiting zoos to see her favorite animals – tapirs and capybaras (yes, we had to look up those animal names!)

Specializations

  • Women
  • Life transitions (divorce, widowhood, career changes)
  • Private investments
  • Private debt
  • Liquidity
  • Real estate financing
  • Cash flow structuring

Professional Involvement

  • Certified Financial Planner™ professional
  • Certified Divorce Financial Analyst
  • Member, Institute for Divorce Financial Analysts
  • Member, Association of Divorce Financial Planners
  • Advanced Family Law Trained Mediator
  • Author, I Now Pronounce You Financially Fit
  • Former Board Member, Business Honors Program at University of Texas
  • Former Board Member, The University of Texas McCombs BBA Advisory Board

Community Passions