Pearl Planning
Multi family office in Dexter, United States, founded 2018.
Identity
- HEADQUARTERS
- Dexter, United States
- FOUNDED
- 2018
Overview
Headquartered in Dexter, United States, the firm is listed as a multi family office founded in 2018. 9 people are named on its team.
People
- Robert CesarioInvestment Associate · source
- Melissa JoyPresident and Financial Planner · source
- Alexa KaneCFP®, Financial Planner · source
- Toni WanderCPA, CFP®, CIMA®, CSRIC®, Financial Planner · source
- Alyssa CalhounChief Operating Officer · source
- Joanne PrzeslawskiClient Service Representative · source
- Genevieve GuysAssociate Financial Advisor · source
- Alec WaldmanAssociate Financial Advisor · source
- Paige JohnsonIntern · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Pearl Planning is a multi family office based in Dexter, the United States, founded in 2018.
Pearl Planning does not publicly state whether it invests directly or through funds.
Key people at Pearl Planning include Melissa Joy (President and Financial Planner), Alexa Kane (CFP®, Financial Planner), Toni Wander (CPA, CFP®, CIMA®, CSRIC®, Financial Planner) and Alyssa Calhoun (Chief Operating Officer).