About Us
Pearl Capital Management is a fee-only registered investment advisory firm. We do not work on commissions, you will not find any loads or hidden charges. Simply put, our goals are aligned with those of our clients.
Your Plan in Mind
We are dedicated to providing investment management and strategic wealth planning that is right for you.
Focused On You
We believe and value transparency and establishing trust with each and every client we work with.
Your Fiduciary Advisors
Un-biased advice that aligns mutually with your goals and removes conflicts of interest. Fee-only fiduciaries
At Pearl Capital Management, we are dedicated to providing investment management and strategic wealth planning to individuals and corporations. We strive to be our client’s trusted advisor. As a registered investment advisory firm, our primary focus is to provide unbiased advice that is designed to achieve long term investment results.
Pearl Capital Management does this with the highest levels of trust, integrity and respect. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
What's My Riskalyze Number?
The Risk Number® is an objective, quantitative measurement of an investor’s true risk tolerance and the risk in a portfolio. Our patented technology calculates a "risk score" on a scale from 1-99, utilizing a scientific framework that won the Nobel Prize for Economics.
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Our Clients Are Like Family
We treat all of our clients like family. You and your family’s financial goals are just as important to us as it would be for our family. With our values of Family Finance First, we are driven to take care of our client’s needs as we would our own. We’re fortunate to support many family’s financial goals and welcome you to join our family of clients with us.
Empowering Your Financial Journey, Enriching Your Life
Family and Business Planning
We work closely with you on your fianncial plan and strategy for your family and business. Develop a holistic road-map that ensures security for all of your loved ones and assets.
Wealth Management
Through 17 Capital Partners, our wealth advisory is structured to develop the best plan and strategy for wealth building. Where Life Meets Wealth.
Mortgage Services
Through Geneva Financial, we provide you with all of the mortgage services that you would need. From home loans to refinancing, our home loan experts will guide your biggest financial decision.
Top 100- 5 Star Wealth Advisors
Best Financial Advisors in Phoenix
Disclosure: Ranking is based on an evaluation conducted by expertise.com. Expertise.com selection consists of an advisor’s availability, qualifications, reputation, experience, and professionalism. The ranking is given to 25 out of 384 financial advisors. No compensation was paid to expertise.com for this ranking. The award is based on the opinions of expertise.com and is not indicative of future performance or representative of any one client’s experience.
40 Under 40 Honoree 2020
Disclosure: Award is based on an evaluation of business success (financial results, career growth), community involvement (volunteer work, advocacy) leadership ability (public profile, reputation), and Influence (impact on the region, on public policy, or on quality of life). The award was created by the Phoenix Business Journal. No compensation was paid to the Phoenix Business Journal for this award. The award is based on the opinions of the Phoenix Business Journal and is not indicative of future performance or representative of any one client’s experience.
Outstanding Women Business Honoree 2020
Disclosure: Award is based on three criteria: professional accomplishments, community leadership, and awards and milestones. The award is given to 25 women each year. The award was created by the Phoenix Business Journal. No compensation was paid to the Phoenix Business Journal for this award. The award is based on the opinions of the Phoenix Business Journal and is not indicative of future performance or representative of any one client’s experience.
Designations
Certified College Planning Specialist (CCPS)- The CCPS designation is issued by the National Institute of Certified College Planners. To earn the designation a candidate must meet one of the following prerequisites:
- Professional financial certification/designation; or
- Professional financial license (securities, insurance, accounting, etc.); or
- A combination of education and experience deemed satisfactory by the NICCP Advisory Council
In addition to the prerequisites, a candidate must complete three modules totaling 18-25 hours and pass an exam for each module. (ELA) Education Loan Analyst* – The ELA designation is issued by the Association of Certified College Funding Specialists. To earn the designation, a candidate must complete an 8 hour course. The ELA course is for Certified College Funding Specialists who want to achieve more in-depth knowledge of the student loan system and how it works.
How We Help You
Contact
Fax: (602) 718-1177
Email: email@thepearlcapital.com
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