Pearl Planning, the Michigan-based financial planning and wealth management firm on a mission to help clients achieve their financial goals, with locations in Dexter, Grosse Pointe, Birmingham and Charlevoix, is proud to announce that its president, Melissa Joy, CFP. ®, CDFA®, was named as a Investopedia 100 Best Financial Advisors of 2022. Melissa was one of three Michigan financial planners to receive this recognition and has been named to the list for three consecutive years.
The annual Investopedia 100 list honors financial advisors who have demonstrated the industry’s most important skills at hand through digital presence, community presence and commitment to financial literacy. By Caleb Silver, editor-in-chief of Investopedia, “Planning, advice and education are critical to helping people on the never-ending journey to financial health. The Investopedia 100 is our salute to advisors. .. who help guide that journey, bringing invaluable knowledge to millions of Americans who need it.”
Melissa shared, “The one-on-one work we do for financial planning and investment clients, as well as podcasts, webinars, and efforts to engage in personal financial literacy fulfills Pearl Planning’s mission. Our goal is to provide real-life financial planning for clients and the community. This recognition represents the work our growing nine-person team does to help money make sense for families and individuals.”
Silver noted, “At Investopedia, we strive to promote important conversations between investors and financial professionals at all levels, everywhere, and 2022 has proven that financial advisors are more important now than ever. Investing, planning and pursuing the our financial goals has become more difficult and complicated in these uncertain times. [Honorees’] Wisdom, experience and service are greatly needed in all communities affected by these powerful economic forces, especially those without access to financial services and guidance.”
About Pearl Planning
Pearl Planning is a wealth management and financial planning firm located in Dexter, Grosse Pointe, Birmingham and Charlevoix, Michigan. The company serves clients throughout Michigan and the nation by helping to increase confidence in financial decisions. In addition to working one-on-one with clients, Pearl Planning communicates with wider communities through its own blog and podcasts, 52 Weekly Money Wisdom Pearls i Rich after divorce, social media pages, i YouTube channel.