Welcome to Cali Pearl
Cali Pearl is a NC registered investment advisor whose corporate office is located in the heart of Greensboro, NC. Cali Pearl seeks to serve as your Lead Advisor and provide you with objective comprehensive, customized financial advice, educational services and financial tools to help you build and maintain your financial health through all market cycles and major life events.
Comprehensive financial planning covers several key areas: cash flow planning, investment planning, tax planning, college planning, estate planning and retirement planning and coordinating all key financial planning areas requires the expertise of a team of professionals committed to your financial success. Acting as Lead Advisor, Cali Pearl offers insight to your team's decisions and performance. Whether your financial goals are being met or what the plan of action should be if they're falling short, is the best way Cali Pearl can assist you on your financial journey. Cali Pearl welcomes opportunities to meet with your team of professionals (Attorney, CPA, insurance agent, banker, broker, mortgage consultant, etc.) to make certain all of the pieces of your financial puzzle are connecting properly. As a Cali Pearl client, you should experience freedom from stress and anxiety knowing that your team is working in your best interest.
Cali Pearl was founded on the principle of Fiduciary Responsibility which means your financial planning interests always come first. Cali Pearl does not sell investments or insurance. Cali Pearl provides fee-only financial planning and investment advice on an hourly, as-needed basis. The ultimate goal is to provide you with objective advice and guidance so you can be confident that the counsel you are receiving is in your best interest.
Corporate Office mailing address
The Cali Pearl Corporation, NC Registered Investment Advisor
5009 High Point Road, Suite 108, Greensboro, NC 27407
Phone: 336.808.3496
Fax: 336.854.4209
Disclosure
This site is only intended for clients and interested individuals residing in states and countries in which the Cali Pearl Corporation is qualified to conduct investment advisory services. The Cali Pearl Corporations is a NC registered investment adviser located in Greensboro, NC. The Cali Pearl Corporation may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Cali Pearl's website is limited to the dissemination of general information pertaining to its investment advisory services. Please contact the Cali Pearl Corporation at 336.808.3496 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, the Cali Pearl Corporation does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Cali Pearl representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides. Note: We regret that we cannot respond to your comment via e-mail. For security reasons you should not provide your Social Security number or account number through this page. We are also unable to process address changes or account transactions sent via this page.
