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, by Forbes.
Amidst a landscape marked by economic uncertainty and market volatility, Melissa Joy has stood out as a trusted guide for investors navigating today’s financial complexities.
Melissa Joy’s inclusion in Forbes/SHOOK Top Women Wealth Advisors Best-In-State highlights her unwavering commitment to empowering clients and helping them achieve their financial goals.
A recent study by Fidelity underscores the pivotal role of women in financial decision-making, emphasizing their resilience during turbulent market conditions.
Here is what Melissa Joy had to say about being recognized by Forbes as a top woman in wealth:
“Recognition in prestigious publication lists, such as Forbes, reaffirms the importance of diversity in financial decision-making. Historically, women have been underrepresented in these crucial conversations, and it’s heartening to see platforms like Forbes acknowledging our contributions.”
Forbes’ annual ranking, compiled by SHOOK Research, showcases Melissa Joy among 1,991 exceptional women advisors managing a cumulative $2.8 trillion in assets and is based upon the period from 02/04/23 to 09/30/23. The ranking was released on 02/08/2024. The methodology used to determine Top Women Wealth Advisor’s award is outlined below. Pearl Planning and Melissa Joy did not pay any compensation to be considered for this rating. Please visit the ranking methodology page for more info. This recognition underscores her outstanding contributions to the financial industry and our firm’s steadfast dedication to client success.
“As women, our approach to financial planning is rooted in empathy and understanding,” says Melissa Joy. “We prioritize the human side of your financial journey, creating an inclusive space where everyone’s voice is heard. Beyond the numbers, we delve into family dynamics, life goals, and values, empowering our clients to make decisions that align with their aspirations.”
Melissa Joy’s leadership continues to propel our mission of delivering exceptional financial guidance and support to clients across Michigan and beyond.
To check out the full article, click here.
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*Please Note: Ranking Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Melissa Joy or Pearl Planning to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Melissa Joy or Pearl Planning.
Data provided by SHOOK® Research, LLC — Data as of 9/30/23. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Click here for the Forbes Best-In-State methodology.
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/23 to 09/30/23 and was released on 02/08/2024. Research Summary (As of February, 2023) 44,028 nominations were received and approximately 1,991 women won based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients experience. Neither Pearl Planning nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Pearl Planning is not affiliated with Forbes or Shook Research, LLC.
