Organization: Pearson Financial
Industry: Social Services

Pearson Financial offers specialized financial guidance and planning services tailored to individuals and families facing life transitions, with a strong emphasis on community wellbeing. Led by Certified Financial Planner™ Pam Pearson, the organization integrates compassionate support with practical financial strategies, particularly for widowed or divorced individuals, retirees, and caregivers. Though primarily a financial services firm, Pearson Financial’s social service impact is evident through its focus on empowering clients to navigate financial stressors tied to life-altering events. Their client-first philosophy centers on transparency, education, and long-term security, helping individuals make informed financial decisions during often emotionally challenging times.

The firm is noted for its workshops and speaking engagements, which extend financial education to underserved or vulnerable populations, helping promote financial literacy within the community. Pearson Financial also has experience supporting clients with special needs planning, demonstrating a deep understanding of the distinct challenges faced by such families. Their approach blends technical expertise with genuine empathy, making them a trusted partner in both personal growth and financial well-being.

Key Services:

– Financial planning for life transitions (widowhood, divorce, retirement)
– Special needs financial planning
– Investment management with a client-centered focus
– Retirement income planning
– Educational programming and workshops on financial wellness
– Supportive financial consulting tailored to caregivers and families in crisis