Stuart Pearl CLU, ChFC is an independent LPL Investment Advisor Representative who has been helping clients strive to protect their assets and reach financial independence for more than 30 years. Stuart’s primary business includes designing and implementing retirement plans, investing for education, and designing customized life insurance programs for business owners and individuals. Stuart specia
lizes in showing clients how they may avoid the mistakes and pitfalls made by many investors. By considering each client’s unique financial situation, Stuart often finds strategies to help lower tax bills, reduce Social Security income tax and create income streams, all the better to help each client pursue their financial future. Stuart is a graduate from the School of Finance at the University of Connecticut. He has written articles on financial planning and investing for the Hamden Journal and for www.demc.com. He is a speaker at educational workshops and forums throughout Connecticut. Stuart is a former Commissioner on the Retirement Planning Board for the City of Hamden, CT. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org www.sipc.org
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• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.pearlfinancial.com
