Month: February 2024

Celebrating Melissa Joy’s Recognition as Top Women Wealth Advisor by Forbes

By Melissa Joy, CFP®, CDFA® / February 26, 2024

The Pearl Planning team is proud to announce the recognition of our own President and Financial Advisor, Melissa Joy CFP®, CDFA®, as one of the Top Women Wealth Advisors, Best-In-State, […]

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