Adam W Pearce, CFP - The Legend Group

at 2315 E Speedway Blvd, Tucson, 85719 United States

I am a CERTIFIED FINANCIAL PLANNER™ Professional located in Tucson, AZ. I specialize in retirement, investments and making financial planning simple.


Adam W Pearce, CFP - The Legend Group
2315 E Speedway Blvd
Tucson , AZ 85719
United States
Contact Phone
P: (520) 344-2812
Website
http://www.adamwpearce.com

Description

Are you concerned with your financial well-being? Have you done a good job saving and now just need some help tying it all together? I enjoy working with families and professionals who have worked hard to do all the right things such as saving, investing, and planning for their future. And now you just need some help creating a plan to best manage it all. We will follow an organized and transparent process to create a simple, easy to understand financial plan based on your individual situation. My desire is to make a positive impact on people and their financial lives. It is my sincere hope that you would be better off for having engaged me and my services. Professional Qualifications -Passed the comprehensive board exams, background check and satisfied the experience requirements to earn the CERTIFIED FINANCIAL PLANNER™ certification in April of 2010 -College for Financial Planning, 2007 -Financial Adviser specializing in retirement plans since 1997; fourth generation financial services professional -Graduated from the Indiana University of PA, 1997 Specialty Services -Financial Planning made simple. -Retirement Planning -Investing in Individual Stocks and Bonds -Life and Long Term Care Insurance and Planning Personal Information On a personal note, Mr. Pearce is married and in his spare time enjoys reading non-fiction, cooking, golf, running, fitness, traveling and the outdoors. His wife Jewel attended the University of Arizona attaining degrees in Molecular Cellular Biology, Bio-Chemistry and Spanish. She currently works in the field of early childhood education as a director for a pre-kindergarten and kindergarten school. "After a long hard day at work I enjoy coming home and cooking dinner for my wife." “Advisory services offered through Legend Advisory Corporation, a registered investment adviser” “Securities offered through Legend Equities Corporation, member FINRA/SIPC”; “The views and opinions expressed on this page are mine alone and do not represent the official views of Legend Advisory Corporation, Legend Equities Corporation or any of their affiliates”; “No client was compensated to follow this page or connect with me. The appearance of those people that have chosen to follow this page or connect with me is not an endorsement of me, or Legend Advisory Corporation, Legend Equities Corporation or any of their affiliates. It is not known whether such individuals approve or disapprove of our services.” “Due to industry regulations, please do not post any comments on this page.”

Company Rating

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