What Makes Stuart Different?
- Over 30 years of experience in results-oriented financial planning
- Unmatched clarity in explaining concepts
- Creative strategies to help clients pursue maximized results
- An in-depth understanding of each client’s needs
Stuart Pearl CLU, ChFC is an independent LPL Investment Advisor Representative who has been helping clients strive to protect their assets and reach financial independence for more than 30 years. Stuart’s primary business includes designing and implementing retirement plans, investing for education, and designing customized life insurance programs for business owners and individuals.
Stuart specializes in showing clients how to avoid the mistakes and pitfalls made by many investors. By considering each client’s unique financial situation, Stuart often finds strategies to lower tax bills, reduce Social Security income tax and create reliable income streams, all to better protect each client’s financial future.
Stuart is a graduate from the School of Finance at the University of Connecticut. He has written articles on financial planning and investing for the Hamden Journal and for www.demc.com. He is a speaker at educational workshops and forums throughout Connecticut. Stuart is a former Commissioner on the Retirement Planning Board for the City of Hamden, CT.