PEARCY - Key Persons
Job Titles:
- Financial Planner, Financial Advisor
Chris moved to San Diego, from Santa Barbara, to attend San Diego State University in 2010. After graduating with a degree in Economics, he spent 8 years in hospitality management and then decided to take his experience with restaurants and hotels and apply that knowledge to business.
He started in financial planning to help people make their dreams a reality and has been working for that purpose ever since. Chris works with successful individuals and businesses to help them be as effective as possible in working towards their financial goals.
Job Titles:
- Financial Planner, Financial Advisor
Josh has spent 20+ years helping clients with their financial and banking needs. His time learning the business from the ground up working for many large financial institutions including JP morgan, Bank Leumi & others, has allowed him to work with many types of clients, gaining a breadth of knowledge in the financial world.
Laura is Coronado native with 17+ years in the industry, holding both a MBA and paralegal certiciate from USD.
Job Titles:
- Client Relations Assistant
New to the team but not the industry thanks to her mom Laura. Paulette brings her strong work ethic and the attention to detail she gained when achieving her visual comm. degree to the team.
Her other focus = her adorable min pin, Meghan.
Job Titles:
- Director of Client Relations
Vanessa brings a relentless drive for customer service, developed in the 20 years spent working in various leadership roles for Islands Restaurants.
When not in the office Vanessa enjoys walks through Balboa Park and the local mountains or attending Padres games downtown.