04/06/2026
“Financial decisions should be inclusive and collaborative.”
When Pamela Chen launched Refresh Investments, she brought deep expertise to the table as both a CPA and CFA. But like many entrepreneurs, she quickly discovered that building a business requires more than mastering your craft.
As she worked to grow her financial planning and investment firm, Pam turned to SCORE mentor Bill Ehrlich for guidance on scaling sustainably. Together, they developed a plan focused on team building, marketing, and operational efficiency.
The results were transformative. Pam launched a new website, created an Advisory Board, hosted educational webinars, and streamlined her operations, allowing her to focus on serving clients while growing the business.
What truly sets Refresh Investments apart is its approach. In an industry that can often feel intimidating, Pam has built a firm where clients are encouraged to ask questions, understand their options, and actively participate in the decision-making process.
By combining expert guidance with a collaborative philosophy, Refresh Investments is helping make financial planning more accessible for women and their families.