Pamela Clausen

Estate Planning Specialist at Desert Financial Credit Union

Pamela Clausen, CLDP, is an experienced Estate Planning Specialist at Desert Financial Credit Union, serving in this role since July 2019, where responsibilities include assisting families and individuals with their estate planning needs involving trusts and wills. In addition to this position, Pamela has been involved with Steelestone Tax since September 2017, handling estate planning and investments, and previously worked as a Certified Legal Document Preparer at Steelestone Legal from March 2008 to July 2019, developing estate plans and business entities for over a decade. Pamela is a Notary and holds a Bachelor of Science degree from Arizona State University, with prior experience as a Loan Closing Agent from 2011 to 2016.

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