Pamela Peña Serrano thrives on simplifying complex financial situations for her clients. She understands the importance of having a trusted advisor to navigate life’s sensitive financial moments. For example, a business owner may need her help to assess the appropriate retirement plan to defer income. Someone else may appreciate guidance on which account to draw from for a large purchase, to minimize their tax liability.

Many of Pamela’s clients share a desire to inspire their families to continue the family legacy of giving back through charitable contributions. To this end, these clients want to balance guaranteeing financial security for their children and not hindering their potential by delivering every desire on a silver platter.

No matter the situation, Pamela takes pride in being a resource for her clients and making complicated financial issues stress-free, so they can focus on what matters most.

Pamela is a CERTIFIED FINANCIAL PLANNER™ (CFP®️) and holds her Series 66. She has a B.B.A. in Banking from Florida International University B.B.A Banking, Corporate Finance, and Securities Law and an M.S. in Financial Planning from Kansas State University.

Pamela works out of the Hilton Head, South Carolina office and enjoys the simple pleasures in life. She maintains an active lifestyle; loves to swim, bike, and play pickleball. She values travel, reading, and spending time with her family and her two lively, Australian shepherds.