OUR TEAM
Joseph Pearce
25 Years of Experience
Interests
My wife Tracy and I have been married since 2002 and have two beautiful children. Colin, age 18, attends Ocean County College and June, age 16, attends Point Pleasant Boro High School and participates in the Point Pleasant Boro Marching Band and the Color Guard team.
My weekends are spent with my family at Bay Head Beach, Fishing and going to Stratton Mountain Resort to snowboard and enjoy the outdoors.
Personal fitness is important to me and I cannot say enough about The Lift Gym in Point Pleasant Beach.
Community Participation
Throughout the year I volunteer with Food Bank of Monmouth and Ocean Counties. I also participate in the Monmouth University Alumni Mentor Program.
Education
- Monmouth University, Bachelor or Arts- Business School – 1998
Areas of Focus
- Retirement Income Strategies
- Wealth Preservation Strategies
- Domestic Partner Planning
- Financial Strategies for LGBTQ Couples and Families
- Women’s Financial Strategies
- Investment Management
- Social Security Retirement Benefits
- Intergenerational Planning
- Charitable Giving
- Insurance
- Retirement Plan Distribution
- Investments
- Business Retirement Plans
- Small Business
- Employee Stock Options
- Family Finances
- Tax Planning Strategies
- Retirement Planning Strategies
- Estate Planning Strategies
- Saving for Education
Awards & Recognition
- Ameriprise Circle of Success, 2008
Professional Associations
- Certified Financial Planners Board of Standards, Inc.
Qualifications
- CERTIFIED FINANCIAL PLANNER(tm) practitioner
Joseph Pearce is a financial advisor with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
