Ivy Pierson Renames Financial Services Firm to Pierson Wealth Management
SANTA CLARITA, California, January 5, 2021 / PRNewswire / – Pierson Wealth Management, an independent, holistic financial services company that helps pre-retirees and retirees build wealth, plan and retire with confidence, today announces its rebranding of Householder Group. The name Pierson Wealth Management further reflects the founder and president of the company, Ivy pierson, and is better aligned with its unique vision and signature service of providing holistic financial planning advice to its clients. While the firm’s client experience will remain focused on the high level of care that current clients expect from the business, they will now also benefit from the enhanced resources and capabilities that come from its new partnership with broker Cetera Advisors, LLC.
“Having built my career here, I am committed to Saint Clare region and feel connected to the people I serve, âsaid Pierson. âI am delighted to announce our new brand and our new partnerships. Pierson Wealth Management is a reflection of my vision and philosophy for the lives of my clients – âProsper with Confidenceâ. I look forward to working with our clients to review their current plans to see how we can better meet and support each of their financial needs. ”
While Pierson Wealth Management will continue to provide investment, insurance, social security, healthcare, estate planning and tax services, the company now has access to improved services, processes and educational materials on the different stages included in the development of its holistic financial plans. This includes additional resources from a new partnership with Cetera Advisors, LLC, an advisor-centric broker-dealer that provides planning, technology and technical support to advisors to better meet the holistic needs of their clients, as well. than with the integration of The Bucket. PlanÂ® Philosophy, a simplified approach to grow, protect and distribute wealth for retirement.
Pierson is an investment advisor representative at Cetera Advisors, LLC. She has over 20 years of experience, an MBA from Pepperdine University, holds multiple securities registrations and is a licensed life and health insurance company in the state of California. She has a certified estate plannerMT (CEPEÂ®) and is certified by the National Association of Social Security Counselors (NSSAÂ®). She is also a Master Elite member of Ed Slott’s Elite IRA advisor groupSM1, an organization of finance professionals dedicated to continuing education and mastery of the latest tax laws on retirement.
For more information on Pierson Wealth Management, visit PiersonWealthManagement.com.
About Pierson Wealth Management
Pierson Wealth Management is an independent, holistic financial services firm in Saint Clare, Cal. which helps pre-retirees and retirees build wealth, plan and retire with confidence. With over 20 years of experience, founder and president Ivy pierson guides the firm’s vision and philosophy to deliver âProsperity with Confidenceâ to its clients. Pierson is a representative investment advisor with Cetera Advisors, LLC, holds an MBA from Pepperdine University, holds multiple securities registrations and is licensed in life and health insurance. She has a certified estate plannerMT (CEPEÂ®) and is certified by the National Association of Social Security Advisors (NSSAÂ®). She is also a Master Elite member of Ed Slott’s Elite IRA advisor groupSM, an organization of finance professionals dedicated to continuing education and mastery of the latest tax laws on retirement. For more information on Ivy pierson and Pierson Wealth Management, visit www.PiersonWealthManagement.com.
Securities and advisory services offered by Cetera Advisors LLC (carrying on insurance business in California as CFGA Insurance Agency LLC), FINRA / SIPC Member, Broker / Trader and Registered Investment Advisor. Cetera is a separate property from any other named entity.
CA Insurance Lic # OC92500
1 Ed Slott’s Elite IRA Advisory Group is a group of finance professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other matters regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations or advice.
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SOURCE Pierson Wealth Management