MANAGEMENT
comply with the Asset Manager
Code of CFA Institute.
To act with independence and objectivity
To act with skill, competence, and diligence
MBA in Finance,
MA in World Economics
Why Pearl Wealth Management
We focus on fee-based model instead of commission-based model to ensure independence and objectivity. Our fee structure is transparent and has no hidden agenda. Learn more
Our Mission
We maintain professionalism and uphold duties to clients in order to help them find their financial freedom.
Our Vision
Goal-oriented mindset and strategic planning are the keys to the long-terminvesting.
What We Do ?
Individual Client
- Portfolio management
- Comprehensive Financial Planning
- Specific consulting services
- Solutions to Environmental, Social, and Corporate Governance (ESG) investment.
Business Client
- Retirement plan set up and on-going consulting services.
- Employee benefits planning.
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Jessie Chicheng Luo is a Financial Advisor with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made of accepted from any resident of any other states.
