Pearl Financial Planning LLC

Pearl Financial Planning LLC specializes in comprehensive financial planning and sensible, low-cost investing for mid-career professionals who are serious about saving and working to achieve their financial goals.

Good financial planning is a collaborative relationship built on trust. We strive to continue to earn our clients’ trust with a combination of empathy, ethics and competency.

We believe everyone deserves unbiased financial advice, regardless of age or assets. So, while investment management is part of what we do, our services and fees are designed to include people whose largest asset may be their 401(k).

Financial planning isn’t just about retirement; it’s also about living your great life now.

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Advisors at this Office

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This Office

8105 Rasor Blvd Ste 239 Plano, TX 75024-0154 Phone: (972) 696-9733

Primary Office

8105 Rasor Blvd Ste 239 Plano, TX 75024-0154 Phone: (972) 696-9733