What is a Women-Focused Financial Advisor?
As a financial advisor and Certified Financial Planner™ (CFP®), our mission is to provide financial education and investment management to women so they can have the knowledge to make insightful decisions about their financial future. One of our goals is to provide options so our clients feel confident and empowered to make smart financial decisions.
We specialize in working with widowed, divorced and retirement-focused women providing financial planning, investment management, and educational resources. A worthwhile financial plan takes collaboration between a client and their trusted advisor. Our philosophy is to partner with our clients and help them on their journey to financial freedom.
Why Choose a Financial Planner for Women?
Holistic Financial Education
Our mission is to provide financial education and investment management to women so they can have the knowledge to make insightful decisions about their future. We partner with you to explain complex strategies in clear, supportive terms
Expertise in Life Transitions
We specialize in working with widowed, divorced, and retirement-focused women. Navigating major life changes requires a specific approach. Our guidance helps you turn uncertainty into stability by identifying assets, liabilities, and income sources.
A Partnership for Financial Freedom
A worthwhile financial plan takes collaboration between a client and their trusted advisor. We partner with our clients as we help them on their journey to financial freedom. We are a Fee-Only Certified Financial Planner™ (CFP®), committed to acting as a fiduciary in your best interest.
Learn How Pearson Financial Can Help
How to prepare for a meeting with a Financial Planner:
Step #1: Schedule a 15 minute exploratory call
Step #2: Complete a short questionnaire and provide financial documents
Step #3: Schedule a “get acquainted” Zoom call (Complementary - 1 hour)
Step #4: If it’s the right fit, we sign at the dotted line!
Step #5: Together, we begin to identify your financial goals and prepare your plan.
Are you ready to start building your financial freedom?
See How Our Women-to-Women Financial Planning Has Helped
We help real life women regain control of their finances and lives.
Maria's Financial Planning Case Study:
Maria came to Pearson Financial a few years ago when her husband suffered a health issue that inhibited him from making any financial decisions. Prior to this health issue, he had been managing all their investments and working full time with a six figure income.
She was lost on where to even start and didn’t know what questions to ask… she had paid the monthly bills and raised the kids but didn’t understand their specific financial picture. We started by building her Financial Foundation – identifying all of their assets, liabilities, income sources, and expenses.
We then identified their financial goals and created a customized personal financial plan and implemented it. After 2 years of working with Pearson Financial, Maria is confident and has made wise financial
See How a Dedicated Financial Planner for Women Can Make All the Difference for You
At Pearson Financial Planning, we believe in providing the education and clarity you need to move forward with confidence. Whether you are navigating a new chapter after divorce or widowhood, or simply preparing for a secure retirement, our Pittsburgh financial advisor for women is here to listen and partner with you. You don't have to navigate your transition alone—let's build a financial plan that secures your future.