Pearl Planning

Q: What is Pearl Planning's official website?

Pearl Planning's official website is www.pearlplan.com

Q: What is Pearl Planning's Revenue?

Pearl Planning's revenue is <$5 Million

Q: How many employees does Pearl Planning have?

Pearl Planning has 1-10 employees

Q: What industry does Pearl Planning belong to?

Pearl Planning is in the industry of: Finance , Securities Trading

Q: What is Pearl Planning competition?

Pearl Planning top competitors include: Reynolds Wealth Management , Ascential Wealth , Bain Wealth Management

Q: What technology does Pearl Planning use?

Some of the popular technologies that Pearl Planning uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization

Q: How do I contact Pearl Planning?

Pearl Planning contact info: Phone number: (734) 274-6744 Website: www.pearlplan.com

Q: What does Pearl Planning do?

Pearl Planning is a woman-owned financial advisory firm based in Dexter, MI, specializing in financial planning, retirement planning, divorce planning, and investment management. The firm caters to clients with complex financial needs, including high-income earners, parents, and those preparing for significant financial transitions. All advisors at... Pearl Planning are CERTIFIED FINANCIAL PLANNERs and fiduciaries, ensuring clients receive trustworthy and personalized advice. While primarily serving clients in Michigan, Pearl Planning also offers virtual services to clients across 26 states in the USA. Read More

Q: What are Pearl Planning social media links?

Pearl Planning Linkedin page Pearl Planning Twitter page Pearl Planning Facebook page

Q: Is Pearl Planning a public company?

Pearl Planning is private company therefore does not currently have an official ticker symbol

Finance · Michigan, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

8031 Main St Ste 302, Dexter, Michigan, ...

Phone Number

(734) 274-6744

Website

www.pearlplan.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Pearl Planning

Pearl Planning is a woman-owned financial advisory firm based in Dexter, MI, specializing in financial planning, retirement planning, divorce planning, and investment management. The firm caters to clients with complex financial needs, including high-income earners, parents, and those preparing for significant financial transitions. All advisors at Pearl Planning are CERTIFIED FINANCIAL PLANNERs and fiduciaries, ensuring clients receive trustworthy and personalized advice. While primarily serving clients in Michigan, Pearl Planning also offers virtual services to clients across 26 states in the USA.Explore more

Is this data correct?

View contact profiles from Pearl Planning

SIC Code 62,628NAICS Code 52,523Show more

Pearl Planning Org Chart

Kimberly Modica

Chief Executive Officer & Chief Planner

Phone

Alyssa Calhoun

Chief Operating Officer

Phone

Get the full picture

Joanne Przeslawski

Manager, Process & Systems

Phone

Get the full picture

Compare Similar Companies to Pearl Planning

Compare insights from companies similar to Pearl Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pearl Planning

<$5M

1-10

Private

2018

Kimberly ModicaCEO & Chief Planner

Reynolds Wealth Managemen...

$7.6M

11-50

Private

1962

Anthony RiczoTeam Member

Bain Wealth Management

$5.7M

11-50

Private

1983

Mark BainManaging Director, Senior Wealth Advisor

Ascential Wealth

<$5M

1-10

Private

1962

Barbara PerraultRegistered Client Service Manager

View Email Formats for Pearl Planning

Pearl Planning Tech Stack

A closer look at the technologies used by Pearl Planning

PHP

Cloudflare Website Optimization

Cloudflare

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Pearl Planning

What is Pearl Planning's official website?

Pearl Planning's official website is www.pearlplan.com

What is Pearl Planning's Revenue?

Pearl Planning's revenue is <$5 Million

What is Pearl Planning's SIC code?

Pearl Planning's SIC: 62,628

What is Pearl Planning's NAICS code?

Pearl Planning's NAICS: 52,523

How many employees does Pearl Planning have?

Pearl Planning has 1-10 employees

What industry does Pearl Planning belong to?

Pearl Planning is in the industry of: Finance, Securities Trading

What is Pearl Planning competition?

Pearl Planning top competitors include: Reynolds Wealth Management, Ascential Wealth, Bain Wealth Management

What technology does Pearl Planning use?

Some of the popular technologies that Pearl Planning uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization

How do I contact Pearl Planning?

Pearl Planning contact info: Phone number: (734) 274-6744 Website: www.pearlplan.com

What does Pearl Planning do?

What are Pearl Planning social media links?

Pearl Planning Linkedin page Pearl Planning Twitter page Pearl Planning Facebook page

Is Pearl Planning a public company?

Pearl Planning is private company therefore does not currently have an official ticker symbol

See more information about Pearl Planning

Sell Smarter. Win Faster.

Level up your game to ZoomInfo Copilot, intuitive AI that turns your data and high-quality ZoomInfo data into an unfair advantage for your go-to-market teams.