John F. Pearson Email & Phone Number

As a CPA* for almost 40 years, and a Financial Advisor for 31 of those years, I help people create financial strategies consistent with their life goals. Chief among those goals are retirement and helping fund their child’s college education.On the subject of creative solutions to pay for college, I have spoken at workshops and conferences around the nation, to audiences such as:• Financial Planners• CPAs• College administrators• College Financial Aid Officers• High School Counselors• Educational ConsultantsI have authored articles for professional and general media use on topics that include strategic use and maximization of:• Tuition discounting• Student loans• Financial aid• Tax incentives for college expenses• Use of intra family transfersPaying for college is one of the most expensive undertakings my clients have to face. I help them face it with the confidence that they have a plan in place.I am licensed to sell insurance in California, Connecticut, New York, New Jersey, Florida and Rhode Island.I am licensed to sell securities in California, Connecticut, New York, New Jersey, Florida, and Rhode Island. I am registered representative of and offer securities and investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory Address: Barnum Financial Group, 6 Corporate Drive, Shelton Connecticut 06484. Phone 203-513-6000Domiciled in CT, CA Insurance Lic #0D01088.* Licensed not practicing