
Pamela Bakos
Managing Principal & Senior Investment Advisor Representative
Bay Colony Advisors
United States, California, Concord
About Me
Pamela J. Bakos is a Senior Investment Advisor Representative of Bay Colony Advisors. She specializes in Retirement Planning, Estate Planning, Insurance, and Annuity Investments. She works with investors who wish to pursue higher returns than can be obtained via short-term fixed income investments, while seeking to actively manage the risks that come with equity investing. She also works with clients who wish to explore the many advantages of insurance and annuity products as part of their overall financial planning. Pamela has spent over 30 years advising clients on their financial investments while affiliated with Winslow Evans & Crocker, A.G. Edwards, Paine Webber, Dean Witter and LF Roth
Profile Information
Managing Principal & Senior Investment Advisor Representative
Bay Colony Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Concord
California
United States
May 15, 2024
Keylinks
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