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Pearl Planning
Pearl Planning is a financial planning and investment management firm whose advisors are CFPs and fiduciaries. The firm offers financial planning, investment...
Pearl Planning
Pearl Planning is a financial planning and investment management firm whose advisors are CFPs and fiduciaries. The firm offers financial planning, investment management, retirement planning, and ESG-related services, working with clients in Michigan and virtually across many U.S. states. It emphasizes independent, judgment-free advice in a small-firm setting.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
null
Country
USA
City
Dexter
Corporate office
null
Principals
Melissa Joy
President and Financial Planner
Alexa Kane
CFP®, Financial Planner
Toni Wander
CPA, CFP®, CIMA®, CSRIC®, Financial Planner
Alyssa Calhoun
Chief Operating Officer
Joanne Przeslawski
Client Service Representative
Genevieve Guys
Associate Financial Advisor
Robert Cesario
Investment Associate
Alec Waldman
Associate Financial Advisor
Paige Johnson
Intern
Frequently asked questions
What is Pearl Planning?
Pearl Planning is a multi family office headquartered in Dexter, USA.
When was Pearl Planning founded?
Pearl Planning was founded in 2018.
Where is Pearl Planning headquartered?
Pearl Planning is headquartered in Dexter, USA, in the null region.
What does Altss track for Pearl Planning?
Altss maintains an OSINT-verified profile of Pearl Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Pearl Planning's website?
Pearl Planning's public website is pearlplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Pearl Planning?
Pearl Planning is classified by Altss as a Multi Family Office, operating from USA within the null region.
How does Altss source intelligence on Pearl Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Pearl Planning's Altss profile last updated?
Pearl Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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