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Investment Fuse USA
Online | EST (PST+3)
Live sessions: Nov 29 – 30On-demand sessions available: Nov 28 – Dec 9

Melissa Joy
President and Financial Planner at Pearl Planning

Profile

Before founding Pearl, I worked in the world of financial planning and investments for more than twenty years. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst®, I specialize in working with executives, entrepreneurs, and those needing help with transitions such as retirement or divorce. Even though Pearl is based in Dexter, Michigan, our clients live coast-to-coast and we use all the tools of technology plus plain-old human connection to build relationships across the miles.

While I was a partner and owner of a large Detroit-based registered investment advisor, I always dreamed of starting my own company. Now that dream is a reality. Founded in 2018, Pearl Planning fulfilled those dreams. Just as a pearl symbolizes wisdom gained through experience, I used my background running the investment and financial planning departments along with complex client practice experience to create a client-focused, personalized and modern wealth management firm.


Agenda Sessions

  • Managing Client Emotions During Market Volatility

    On Demand