Gretchen Behnke (CFP®, MBA)

Gretchen Behnke focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

I work with middle income, mid-career professionals, typically age 35-55, providing them with objective financial planning and investment advice. I enjoy working with couples, families, and single women who are serious about saving and taking control of their financial futures.

I believe low-cost, passive investing is an important part of any long-term financial plan. As such, investment management is part of what we do, but is not required to be a client.

Investments are just one element we address. Comprehensive planning means getting to know you, your family, and your goals and dreams. We combine every aspect of your finances into one plan for you, helping you build a calm confidence about your financial life.

Additional Information

EDUCATION
I hold a BS from Texas Christian University, an MBA in Finance from the University of Texas at Arlington, and completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program at Southern Methodist University.

PROFESSIONAL ORGANIZATIONS
I am a member of the XY Planning Network, specializing in financial planning needs of Gen X and Gen Y individuals. I'm also a member of the Financial Planning Association, serving on the Career Development Committee.

VOLUNTEER WORK
Meals on Wheels of Collin County – As a delivery driver, I provide a hot meal and a face-to-face check-in for seniors in our community. Proud to serve Route 25 every other Thursday!

INTERESTING FACT
Many people ask why the firm is named Pearl Financial Planning. Here's the story: I am named after my great-grandmother Margaret. (In German, Gretchen means "Little Margaret.") If you look up Margaret in a name dictionary, it means "pearl."

NAPFA Start Date

November 21, 2016

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This Office

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