Meet Pamela Yaroma

How to refer me: I’d like to introduce you to Pam Yaroma, CFP® CEPA®, founder of Altum Rise Wealth. Pam works with business owners and high-net-worth families to help coordinate the financial decisions that span their business, personal wealth, taxes, investments, and estate planning. She takes a very hands-on, concierge approach and works closely with clients’ existing CPAs, attorneys, and other professionals to make sure the pieces work together. I thought the two of you would benefit from knowing each other.