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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
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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

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