Pearl Planning

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Pearl Planning is a wealth management and financial planning practice. It encourages clients to approach their financial decisions with confidence and pride ourselves in offering wealth management for the real world.

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Melissa Joy

President & Financial Advisor

Melissa Joy

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Alyssa Calhoun

Office Manager

Hannah Near

Financial Planner & Relationship Manager

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Client Service Representative

Susan Near

Client Service Representative

Sarah Cupelli

Client Service Representative

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Leadership Team

5 members

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