Pearl Planning Employee Directory

Pearl Planning corporate office is located in 8031 Main St Ste 302, Dexter, Michigan, 48130, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Engineering & Technical

C-Suite

Pearl Planning CEO

Kimberly ModicaChief Executive Officer & Chief Planner

Phone

See Profile

Key Employees of Pearl Planning

AC
Alyssa Calhoun
Chief Operating Officer
PhoneEmail
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Pearl Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Pearl Planning

Hundreds of professionals searching for Pearl Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MJ
Melissa Joy
Email Direct
Founder & Financial Planner
United States , Michigan , Dexter

JP
Joanne Przeslawski
Email Direct
Manager, Process & Systems
United States , Michigan , Dexter

AK
Alexa Kane
Email Direct
Financial Advisor
United States , Michigan , Dexter

TW
Toni Wander
Email Direct
Financial Advisor
United States , Michigan , Dexter

AC
Alyssa Calhoun
Email Direct
Chief Operating Officer
United States , Michigan , Dexter

KM
Kimberly Modica
Email Direct
Chief Executive Officer & Chief Planner
United States , Michigan , Dexter

SN
Susan Near
Email Direct
IC Non-Reg Support
United States , Michigan , Dexter

Former Employees at Pearl Planning

Explore people who held key positions, contributed to Pearl Planning's success, and advanced their careers.

Melissa Fradenburg

Vice President, Wealth... at Farther

Worked as Financial Advisor, CDFA®️

at Pearl Planning (2019-2024)

Direct

Morgan Glenn

Enterprise Customer Su... at Holistiplan

Worked as Chief Operating Officer

at Pearl Planning (2018-2021)

Direct

Owen Laverty

Senior Consultant at Plante Moran

Worked as Finance Intern

at Pearl Planning (2021-2021)

Direct

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Director, Financial Pl... at Copper Beech Wealth Gr...

Worked as Financial Planner

at Pearl Planning (2024-2025)

Direct

Mask Content

Assistant Manager at Huntington Bank

Worked as Client Services Representative

at Pearl Planning

Direct

Mask Content

Employment Cost Analys... at General Motors

Worked as Financial Advising Intern

at Pearl Planning (2022-2023)

Direct

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Frequently Asked Questions Regarding Pearl Planning Employees

How many employees does Pearl Planning have?

Pearl Planning has 1-10 employees

Who is the CEO of Pearl Planning?

Pearl Planning’s CEO is Kimberly Modica

Who are Pearl Planning key employees?

Some of Pearl Planning key employees are Alyssa Calhoun

Where is Pearl Planning located?

Pearl Planning’s headquarters are located at 8031 Main St Ste 302, Dexter, Michigan, 48130, United States

How do I contact Pearl Planning?

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

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... Read More

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 Employees