SETH M. PEARSON, CFP
Seth M. Pearson, CFP, Pearson Financial Services, Dennis, Mass., is a pioneer in the field of financial planning. One of the first 900 Certified Financial Planners (CFPs)™ whose ranks now number nearly 45,000 -- Seth has spent his entire professional life developing strategies to help families accrue, protect and distribute their wealth.
He is concerned about the impact and conflicts that uncoordinated professionals, with multiple and competing agendas, have on the financial goals of families. He offers an integrated wealth management process via a
“family office,” incorporating investment, retirement, financial and estate planning specialists under one roof, with each professional committed to a long-range, tax efficient and cost-effective financial plan in the best interests of the client’s family.
In addition to his career as a financial advisor, he has consulted with three of the largest financial institutions in the nation. More than eighteen thousand people have heard his lectures on the science and art of financial planning.
Seth lives on Cape Cod with his wife, Penny. His three children and six grandchildren live nearby.