Team

At Pearl Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Stuart Pearl, CLU, ChFC

LPL Investment Advisor Representative

(203) 281-4748

pearlfinancial@lpl.com

Stuart Pearl CLU, ChFC is an independent LPL Investment Advisor Representative who has been helping clients to protect their assets and reach financial independence for more than 30 years.

Beverly Clark

Client Services Associate

203.281.4748

beverly.clark@lpl.com

Bev Clark joined Pearl Financial in January 2014. Bev manages the day-to-day operations of the office which include processing financial paperwork, customer service, and a number of other tasks which ensure the office runs smoothly....

Ryan Pearl

LPL Investment Advisor Representative

203-281-4748

203-281-0632

r.pearl@lpl.com

Ryan Pearl is an LPL registered administrative associate who specializes in financial, investment and insurance analysis for Pearl Financial. Ryan graduated from the University of Connecticut in 2017 with a Bachelor’s degree in...