Pearl News

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How Pearl Planning Supports The People Who Matter Most to You

By Melissa Joy, CFP®, CDFA® / October 21, 2024

  Looking for trusted financial advice for your friends or family? At Pearl Planning, we’re here to help. Whether you’ve had a friend ask, “Who do you trust for financial […]

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Say Hello to Our New Website!

By Melissa Joy, CFP®, CDFA® / September 19, 2024

We are thrilled to announce to you the newly redesigned Pearl Planning website!  Whether you’re a long-time client or just getting to know us, we hope you’ll enjoy the fresh […]

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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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Melissa Joy, CFP®, CDFA®, Named Investopedia Top Financial Advisors of 2022

By Melissa Joy, CFP®, CDFA® / July 28, 2022

The team at Pearl Planning is proud to announce that its President, Melissa Joy, CFP®, CDFA®, was named to the Investopedia 100 Top Financial Advisors of 2022. Melissa was one […]

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Alexa Kane Pearl Planning

Alexa Kane – Pearl Planning Bio

By Alexa Kane, CFP®, CDFA® / January 21, 2021
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Melissa Joy Michigan financial planner

Melissa Joy Guest on “Financial Finesse” Podcast

By Melissa Joy, CFP®, CDFA® / June 18, 2020

Melissa Joy recently joined financial planner Cathy Curtis to discuss how a comprehensive financial planner works with clients and the value of independent financial advice. Cathy is a friend of […]

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