Pamela J. Thompson, CFP - UBS Financial Services Inc. is a reputable financial services firm located in Napa, CA. With over 30 years of experience, Pamela J. Thompson, CFP, along with her team at Compass Financial Group, provides comprehensive financial planning and customized strategies to help clients achieve their short and long-term goals. They offer a wide range of services, including financial planning, retirement planning, estate planning, cash management, and investment advice.
Recognized for their expertise, Pamela J. Thompson, CFP and her team have been named Forbes Best-in-State Wealth Management Teams in 2023 and 2024. They prioritize building lasting relationships with their clients by listening to their priorities and concerns, understanding their vision for the future, and helping them confidently pursue their life goals. Outside of work, Pamela enjoys music, birdwatching, and volunteering for organizations like the Audubon Society and Habitat for Humanity.
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