Team Meet Our Financial Planners & The Rest of The Pearl Planning Team Click on one of our team members to view their full bio. View Media Kit Financial Planners Melissa Joy, CFP®, CDFA® President and Financial Planner Alexa Kane, CFP®, CDFA®, AIF® Financial Planner Lucy Valandra, CFP® Financial Planner Toni Wander, CPA, CFP®, CIMA®, CSRIC® Financial Planner Operations Alyssa Calhoun Office Manager Sarah Cupelli Client Service Representative Susan Near Client Service Representative
