# Pearl Planning

Pearl Planning is a Multi Family Office based in Dexter, USA.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dexter, USA
- **Region:** null
- **Address:** null
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** pearlplanning.com
- **LinkedIn:** https://www.linkedin.com/company/melissanjoy

## Regulatory record

- **CRD number:** 336568
- **SEC file number:** 801-132904
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336568

## About

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.

## People

- 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

## Related profiles

- [Taylor Financial Planning LLC](https://altss.com/profile/taylor-financial-planning-llc)
- [ZEALTH PLANNING, LLC](https://altss.com/profile/zealth-planning-llc)

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Last updated: 2026-08-11T15:07:41.444Z

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