While in college and serving in the U.S.Army National Guard Mr. Pearl began his career as a multiline insurance broker with Prudential Life and Casualty. In 1983, he developed Capital Resource Ins. Brokers Inc. to better serve his clients. The business continues to thrive today under his management.
Mr. Pearl became regional agency director for Transport Financial with an emphasis on retirement planning and long term asset protection. He managed offices in Texas, North Carolina and Florida.
During his career in the financial industry, Mr. Pearl saw a need for many of his fixed income clients. He became southwest Florida’s regional marketing director for 1st Mariner Bank, Baltimore Md. His involvement required training financial professionals to educate seniors and their families how government backed reverse mortgages may enhance their lives.
Mr. Pearl is an accomplished public speaker and has addressed many civic and non profit organizations over the years. He currently holds series 6, 65, and insurance broker licenses. After 30 years of service Mr. Pearl continues to broaden his knowledge through continuing educational studies and industry training.
Mr. Pearl believes, a fiduciary responsibility, is paramount to managing asset portfolios. After years as a financial advisor his philosophy is each client, irrespective of wealth should be treated equally. Mr. Pearl’s financial perspicacity allows his clients a broader range of investment options to grow and protect their assets.
Venice Chamber Of Commerce Member
Wealth Manager Advisor
(941) 484-6590
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Pearl Advisory Group
