World Financial Group

Pierson Wealth Management is a trusted financial planning firm located in Valencia, CA. Led by Ivy Pierson, a member of Ed Slott's Master Elite IRA Advisor Group, their experienced team is dedicated to helping individuals plan for a secure retirement and gain clarity in their financial lives. With a holistic approach, they provide comprehensive services that encompass investments, insurance, taxes, estate planning, healthcare, Medicare, and Social Security, ensuring their clients' financial well-being throughout their lives. For over two decades, Pierson Wealth Management has assisted individuals in developing strong financial plans to protect and grow their wealth. By understanding each client's unique story and goals, they create personalized strategies that support immediate needs while setting them up for long-term financial success. As a member of their community, clients can expect greater insight, connection, and support in achieving their financial goals.Generated from the website