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Co-host

Melissa Joy, CFP

Before founding Pearl, I worked in the world of financial planning and investments for more than twenty years. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst®, I specialize in working with executives, entrepreneurs, and those needing help with transitions such as retirement or divorce. Founded in 2018, Pearl Planning fulfilled my dream of founding a company. We now have four Michigan-based locations in Dexter, Grosse Pointe, Birmingham, and Charlevoix. Just as a pearl symbolizes wisdom gained through experience, I used my background running the investment and financial planning departments along with complex client practice experience to create a client-focused, personalized and modern wealth management firm.

https://pearlplan.com/about/team/melissa-joy/