About Cali Pearl
We're leading a revolution of MORE - more time, more value, and more peaceful and secure lives.
Cali Pearl provides competent and unbiased fee only advice that caters to women of all ages and in varying stages of life. Cali Pearl provides educational tools and financial services that will improve your understanding of personal finance and investments because your family's needs and financial goals are important. Increased knowledge of investments and personal finance will allow you to experience complete confidence and freedom in your investment options.
Cali Pearl is different. Come share your goals and dreams. When you're ready to learn more about investments and have lots of questions...just ask. Cali Pearl is here to help.
Cali Pearl
Cali Pearl is committed to your education as an investor and to developing a better understanding of how you interact with your money. Cali Pearl can help you better understand your personal financial goals, exposures and investments through a mix of carefully crafted financial planning, coaching, workshops and/or direct advice.
Cali Pearl aims to provide recommendations ideally suited to help you reach your goals. Cali Pearl has no affiliation with mutual fund companies, broker/dealers or insurance companies, resulting in unbiased and independent advice guiding you to solid financial decisions that are product neutral and aligned with your goals.
Cali Pearl Philosophy
Cali Pearl is a partner who will defend your interests and support your ambitions. An individualized plan will protect and enhance your family's security, basing all decisions on what is important to you. At the most fundamental level, your tailored plan will include options that will help guide your decision making and fit you perfectly.
Cali Pearl does not sell securities or financial products of any kind nor receives commissions. You can be certain that you will receive unbiased advice that is tailored to your specific needs to help you achieve your financial goals.
A comprehensive plan usually includes investments, insurance, legal and tax advice. If requested, Cali Pearl can help you interview other professionals to help implement plan recommendations. You will be able to rest assured knowing that Cali Pearl will guide you in uncertain times, answer the tough questions and help minimize risk. Cali Pearl desires to be the trusted advisor that you turn to with all of your financial questions.
Cali Pearl Mission Statement
Cali Pearl's mission is to guide you in all of the following areas:
Household Administration - help our clients keep track of family finances easily and securely.
Financial Education - present opportunities for individuals to learn more about budgeting, saving, and long-term financial planning.
Children's Solutions - offer ways to effectively protect children during financial troubles - for example by giving children access to funds in emergencies and by teaching them about finances.
