Paul Pearce
Financial AdvisorPaul is an advisor and has served clients in the wealth management industry for two decades. Holding both a Chartered Financial Analyst® (CFA®) designation, and a Certified Financial Planner™ (CFP®) designation, Paul brings a deep advisory background to each of his clients.
Paul also serves on the investment committee at Bearing Point Capital participating in the development and implementation of ongoing investment strategy and tactical portfolio management decisions.
Paul holds a B.A. in mathematics from the University of Minnesota and is actively involved in the CFA Institute and CFA Society of Minnesota.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.