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Richard P

Series 65

West Palm Beach, FL

Pearson Asset Management Company

Richard Pearson is the sole advisor at Pearson Asset Management Company, an independent firm based in West Palm Beach, FL. He holds a Series 65 credential and has 21 years of industry experience. Outside of advising, he serves as an Associate Professor of Finance at Palm Beach Atlantic University, where he teaches courses, conducts research, and develops educational materials in finance. Pearson Asset Management provides personalized, fee-only investment management and financial consultation to individuals and small businesses. The firm uses a strategic asset-allocation approach informed by various analytical methods and offers customized portfolio options alongside ongoing management and advisory services.

Wealth management Tax-loss harvesting Cash flow / budgeting College savings (529s, UTMA, etc.)
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