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Brent P

Series 65

Oregon City, OR

Keychain Asset Management

Brent Pearson is a financial advisor at Keychain Asset Management in Oregon City, OR, holding a Series 65 designation with one year of industry experience. He is also the principal and owner of Napa Logic Inc., an IT consulting firm he has been involved with since 2014; the business is currently winding down, focusing mainly on administrative tasks. Keychain Asset Management provides investment advisory and planning services to individuals, families, trusts, businesses, and charitable organizations, as well as consulting and sub-advisory services to other registered investment advisers. The firm integrates traditional fundamental, technical, and quantitative analysis with a focus on digital assets, emphasizing long-term investing, diversification, and periodic rebalancing.

Roth conversion strategy Wealth management Cash flow / budgeting
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