Pearson Financial Services was founded over 40 years ago by Seth M. Pearson.
He was a pioneer in the field of Financial Planning, being one of the first 900 Certified Financial Planners (CFPTM), whose ranks now number nearly 100,000.
As a result of his concern with the impact of multiple agendas between uncoordinated professionals, he structured PFS into a "Family Office" format, offering Investment Advice, Tax Expertise and Estate Planning with a network of trusted professionals.
Each of these disciplines is committed to a long range, tax efficient, cost effective and coordinated financial plan in the best interest of each client and their family.
Pearson Financial Services
Bryan Bastoni, Certified Financial Planner
Kathleen Fowler, JD
Coral Murphy - Operations Manager
Andrew Fowler - Account Services
Debra Pierce - Account Services
Scott Schwenderman - Account Services
Investment Advisor Representatives:
Bryan W. Bastoni, CFP, Certified Financial Planner, TM
Christopher Dupee, CPA
William Lord, CFA
John W. Ward, MA, MBA
Louis Beaulieu, ChFC, CTFA, AEP
Law Offices of Kathleen Fowler
Kathleen Fowler, JD - Estate Planning Attorney
William Lord, CFA - Estate Administrator