Located at the heart of Silicon Valley, California, Pearl Wealth Management is striving to provide premium investment and financial management services in a holistic way for high-net-worth clients and business owners.
It is our strong belief that the core competence of a wealth management firm is a deep understanding about financial market and portfolio management rooted in years of experience in financial analysis and strong academic background. Other financial planning areas, such as tax and estate planning, etc., add value on top of investment management. We strategically partner with experienced CPAs and Attorneys to help clients tackle complicated personal financial situation. We believe that this business model can be fee transparent and more focused on goal-oriented investment management, serving clients better than typical financial advisory firms.
Pearl Wealth Management is founded by Jessie Chicheng LUO, a CFA® Charter holder. She joined LPL Financial as a Financial Advisor since 2017. Before that she had many years’ experience in financial analysis and portfolio management in bank and corporate. Jessie has an MBA in Finance from Boston University and an M.A. degree in World Economics from Sun Yat-Sen University in China. She also holds Series 7 and 66 registrations through LPL Financial. Jessie is an avid reader with a particular interest in history and social science. She believes that history provides a framework in understanding current events, which is very valuable in investment decision making.
In a survey of wealthy individuals by CFA Institute in 2019, investment portfolio management is the most important area across all the wealth management area, including tax planning, financial plan creation, inheritance planning, etc.