John R. Pearson

John R. Pearson

John R. Pearson, CFP

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $200,000

Minimum client income required: No minimum required

Title: Financial Planner

Offering advice since: 1986

Areas of expertise:

  • Annuities
  • Business planning
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Tax Planning

Further information about John R. Pearson:

John Pearson, CFP(R) has been helping people create, monitor and achieve their specific financial goals since 1986. As a Certified Financial Planner Professional, John has partnered with his clients to develop a confidence and accountability that make their dreams become reality. Integrity and honesty are the pillars of his successful practice.

John graduated from California State University, Chico in 1986 with a degree in Business Finance and Economics and received his Certified Financial Planner Certification in 1991 through the College of Financial Planning in Denver, CO. John holds various insurance licenses in the State of California to underwrite Life, Health, Annuity, Disability, and Long Term Care policies. Additionally, he is licensed to conduct securities transactions in California, Oregon, Colorado, Nevada, Missouri, Montana and Hawaii.

He has been active in his community by holding offices in the Active 20/30 Club, Cloverdale Boys and Girls Club as well as the Finance Committee of St. Peter's Church. He taught Financial Planning classes through Santa Rosa Junior College. His work as the volunteer Windsor High School Cross Country and Track Coach has helped many students achieve their personal goals.

An experienced marathon runner, John knows the value of determination and perseverance. He pulls from these strengths and applies them to his daily life and work. John personally believes and lives life as a wheel, equally balanced between business, faith and family.

John and his wife, Tammy, have made their home in Cloverdale since 1975. They have four children.

Further information can be found at: http://www.honestfinancialplanners.com/

Compensation and Fee Structures:

Investment Fees under Management.

Licenses, Certifications & Affiliations:

CFP in 1991

Education:

Bachelors of Science in Business Administration, California State Chico. Minor in Economics

Will provide references upon request?

Yes


Further information about John R. Pearson, CFP:

(Size of firm: 0-9 advisors)

John Pearson has been working with individuals and businesses in Northern California for 25 years.

We help clients reach their financial goals and help them through their life transitions, such as:
- Inheritance
- Retirement
- Job Change
- Death of a Spouse
- Divorce

We hold various professional designations, and our qualified representatives are licensed to provide a variety of investments as well as insurance products.

We are dedicated to developing lasting relationships with our clients. We believe in helping you achieve your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. Our goal is to provide a solid financial roadmap to help you secure your future and retirement.

Offering securities and advisory services through NPB Financial Group LLC (NPB). Member FINRA/MSRB/SIPC.


Contact Information for John R. Pearson

Phone: (707) 585-2885
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Fax: (707) 523-7526

Address for John R. Pearson:
Suite 14
1400 Guerneville Road
Santa Rosa, CA, 95403

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