Dexter 734.274.6744 | Grosse Pointe 313.486.9634
Client Access Right Capital

Sarah Cupelli

Client Service Representative

Background

Prior to joining the Pearl Planning team, I worked in the insurance industry for 10 years. Having graduated from college with a Bachelor’s degree in communications, I have always gravitated towards customer service. Helping people fulfills me!

I took a break to have kids, who are now 6 and 4. They keep me busy and bring me so much joy. I wouldn’t trade staying home with them during their first few years for anything!

I feel extremely grateful to have joined Pearl Planning. While my number one job is being a mom to my two children, a large part of that is being an example to them of what it means to go after your dreams by working hard. I am so thankful that the culture here not only promotes a healthy work/life balance, but also becoming successful in your career.

Three Favorite Words

Grace. Courage. Gratitude.

You Might Bump Into Me

Playing at the park with my two favorite little humans, working out at the gym, or drinking God’s gift to the human race: coffee.

A Quote On My Desk

 "Try to be a rainbow in someone's cloud."
-Maya Angelou


Awards/ratings may not be representative of any one client’s experience, are not an endorsement, and are not indicative of advisor’s future performance. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. No fees are paid in exchange for these awards/ratings.

Meet the Other Team Members of Pearl Planning

Client Service Representative

Office Manager

Client Service Representative

Pearl Planning - no grit no pearl - financial planner advisor in Ann Arbor Dexter Michigan

Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634 I Melissa.Fradenburg@pearlplan.com

Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744 I melissa@pearlplan.com

 

Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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