Ask us about
HIGH TAXES
Many retirees face unexpected tax burdens that reduce their income.
INVESTMENT RISKS
Misunderstandings about risks and returns can lead to financial instability.
HIDDEN FEES
Unseen fees can eat away at your retirement savings.
LONGEVITY RISK
Outliving your savings due to inadequate planning and unexpected expenses.
Meet our Team! We are excited to have you join us!
Pierson wealth management
28368 Constellation Road, Suite 396
Valencia, CA 91355
Thursday, May 29th
6 PM - 7:30 PM
Sign Up Now
YOU CAN BRING ALONG A GUEST AS WELL!
*Please be advised that your registration for this event doesn't confirm your seat. A member of our team will reach out to you in one business day to confirm your seat for the event.
Ask About
TAX PLANNING
Learn strategies to minimize taxes under current laws.
RISK MANAGEMENT
Reduce investment risks while ensuring returns.
FEE REDUCTION
Understand how to avoid excessive fees that affect your savings.
SOCIAL SECURITY
Maximize Social Security benefits with smart planning.
Sign Up Now
Ivy Pierson, CEP, MBA
Founder, Investment Advisor Representative
Ivy Pierson has spent the past two decades as a financial advisor, supporting her clients and their families as they flourish and evolve. She works closely with each client, guiding them from their working years through retirement. By applying her extensive experience and insight, Ivy aims to give clients the edge their wealth needs to thrive, all while helping to alleviate financial stress.
