Pam Prine is the co-founder of Keystone Capital Management Group, LLC where she collaborates with clients to define clear financial goals with realistic expectations and lay the foundation for their financial success.
After an eight-year banking career, Pam returned to the financial industry in 2003. She went on to become an Investment Adviser Representative who has passed the FINRA Series 6, 63 and 65 exams. Pam has insurance licenses in Arizona, California, Idaho, Nevada, New Jersey, New York, Oregon and Utah.
Pam is a Board of Directors member at Sierra Winds Retirement Community and an Action Committee Member for the Dementia Friendly America® initiative.
Main Points:
- Addressing women’s #1 financial fear
- The difference between men and women when it comes to money
- 5 financial mistakes women frequently make
- How you find a financial advisor
- Steps to get you started
Connect with Pam:
- www.keystonegroupaz.com/contact/
- pam@keystonegroupaz.com
Listen to the podcast here or on your favorite podcast app:
Watch the Episode here:
Pam Prine Biography:
Financial Advisor
Pam collaborates with clients to define clear financial goals with realistic expectations, working hard to help protect them from emotional decisions that can negatively impact their long-term financial success.
After an eight-year banking career in the early 1980s, Pam returned to the financial industry
in 2003 as a Registered Representative. In 2008, she became an Investment Adviser Representative, which means she is required to uphold a fiduciary duty of care and always act in the best interest of her clients. She has passed the FINRA Series 6, 63 and 65 exams and has insurance licenses in Arizona, California, Idaho, Nevada, New Jersey, New York, Oregon and Utah. In 2020, Pam earned her National Social Security Advisor Certificate Holder designation through NSSA®. Her forte lies primarily in asset management and in guiding clients to and through retirement.
Pam understands the accumulation and retirement challenges that many employees and business owners face as they navigate through their retirement plans and benefits. She also finds great satisfaction from working with aging adults, particularly women in transition. Through her personal and professional experience, she understands the unique challenges and communication barriers that exist for clients relating to finance and investments. People work with people they like and trust.
Pam enjoys being active in the community through volunteer opportunities in her church, philanthropic organizations and networking groups aimed at improving the lives of fellow citizens. Some of her activities include the Golden Wheel Organization, 1999–2012; Dynamic Business Builders of Arizona, 2004–2012; West Valley Women, 2011–Present; Executive Women International Member, 2012–2015; Avondale Mayor’s Interfaith Council, 2012–2016; Community Service Specialist – JustServe.org, 2014–2019; and Board of Directors member at Sierra Winds Retirement Community, February 2016–Present; Action Committee Member for Dementia Friendly America® initiative within the City of Glendale 2021.
An avid public speaker, Pam has been a keynote speaker at many women’s conferences and also has served as an instructor for adult continuing education classes.
Pam and her husband, Dave, have lived in the Valley since 1985 and have three children and eight grandchildren. Her husband’s struggle with multiple sclerosis has led Pam to strive, support and collaborate with other families affected by the disease.