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John's Core Values

John F. Pearson, CPA, CASL®

Creativity: developing unique financial solutions to my clients' complex problems.

Integrity: my clients know that they can trust me to have their interests at heart.

Education: ensuring my clients understand their goals & the path necessary to achieve them.

I value education. Especially the need for our children to have the best possible skills to prepare for the complex world of tomorrow. I focus on helping families find creative funding solutions to one of life's largest and most necessary expenses.

I believe in sharing knowledge. I speak to groups of CPAs, financial aid administrators, college admissions officers, and financial planners around the country concerning the challenge of funding higher education. I share with them my experiences in developing funding strategies for families that help them minimize the cost of college.

My wife Sharon and I have lived in Fairfield County all our lives. I have been a CPA since 1979 and I have been working in the financial planning field since 1987.