Cali Pearl Corporation
Your Money. Your Choices. Your Future.
Today's markets are more complex and volatile than ever before. Cali Pearl believes it is paramount to not only have an experienced and knowledgeable advisor but also someone who can explain the choices presented to you in plain English. It is imperative that you understand your situation, your goals, and the risks and opportunities standing between you and your ideal financial results. We will educate you so that you can make an informed decision while guiding you towards the realization of your financial plan.
Cali Pearl’s mission is to empower you to make the best decisions to get you closer to a stable, successful and confident financial future.
Feel free to browse the site and use the many tools available to you. As always, if you have any questions, need a second opinion on a financial matter or know of a friend or relative we can help, feel free to contact us.
Helpful Content
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
View all articles 
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.