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Senior Wealth Advisor – Teresa Milner

Pearl Capital Management Welcomes Teresa Milner, a Compassionate CDFA ® Specializing in Guiding Women through Divorce Transitions.

Pearl Capital Management proudly introduces its newest, Senior Wealth Advisor, Teresa Milner, a seasoned Financial Advisor with a unique focus. Teresa, a Certified Divorce Financial Analyst (CDFA®), joins our team with a passion for empowering women during one of life’s most challenging transitions: divorce.

Teresa’s journey is marked by a dedication to providing more than just financial advice; it’s about offering empathetic support and a guiding hand to women seeking stability and success post- divorce. Her expertise as a CDFA ® means she is well-versed in the intricate financial aspects of life’s challenges, ensuring that her clients navigate this phase with confidence, clarity, and a trusted guide by their side.

“We are not only gaining an exceptional financial advisor in Teresa but also a compassionate advocate for women in times of change,” shared Jenna Biancavilla, Principal at Pearl Capital Management. “Her specialized knowledge and heartfelt approach make her an invaluable asset to our clients and our mission.”

Teresa Milner, in addition to being a CDFA ® , boasts a wealth of experience in wealth management and financial planning. Her strength lies in her ability to forge genuine connections with her clients, offering them a reliable anchor during life’s turbulent periods.

About her role, Teresa emphasizes, “Helping women find their financial footing after divorce is a calling for me. It’s about empowering them to not only survive but thrive in their new chapter.”

Pearl Capital Management, known for their fee-only fiduciary approach to holistic wealth management, is thrilled to have Teresa on board and looks forward to the positive impact she will have on the lives of our clients.

Recent Posts

Financial Wellness for a Stress-Free Holiday Season

Financial Wellness for a Stress-Free Holiday Season

November 18, 2024 | 3:37 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management The holiday season is already upon us. It seems that Christmas decorations appear in stores earlier each year. I first noticed them in...

To Roth or Not to Roth?

To Roth or Not to Roth?

October 14th, 2024 | 2:44 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management When it comes to retirement planning, a common option discussed is the Roth IRA.  Among other benefits, a Roth IRA offers significant tax...

Financial Independence: Celebrating Your Own Financial Freedom

Financial Independence: Celebrating Your Own Financial Freedom

June 27th, 2024 | 3:22 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Achieving financial independence and retiring early is a journey that requires dedication, planning, and smart decision-making. If you can identify...

Founded in 2016, Pearl Capital Management thrives on serving families, businesses and high-net worth individuals with a holistic financial planning approach to wealth building. Where Life Meets Wealth.

Contact

Phone: (602) 718-1177
Fax: (602) 718-1177

Email: email@thepearlcapital.com

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