Ivy Pierson - Pierson Wealth Management

Ivy Pierson - Pierson Wealth Management Ivy Pierson, CEP, MBA
Investment Advisor Representative The lifelong relationships I build along the way are among the most fulfilling parts of my career.

Bringing confidence to individuals and families regarding their finances is one of the most rewarding aspects of my professional life. By applying my experience and insights, I strive to give my clients the strategic edge their wealth needs to thrive – while helping to alleviate financial stress and uncertainty. With over two decades of experience as a financial advisor, I’ve had the privilege of

watching my clients and their families grow, evolve, and thrive. I take pride in working closely with each client, guiding them through every stage—from their working years through retirement. I have been a resident of Santa Clarita, CA for many years and have been married for over 25 years. My husband and I have two wonderful children, Andrew and Isabel, both currently in college. Our family also includes our beloved Goldendoodle, Bella. Time with my family is my greatest joy, and we cherish the opportunity to travel together—especially internationally, which we try to do each year. When I’m not with my family or clients, I devote time to causes I care about, including volunteering with Zonta International, an organization dedicated to empowering women worldwide. I also enjoy reading and staying active—starting most mornings with my 5 AM workout! Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Pierson Wealth Management, Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Does it make more sense to push back retirement, or not to retire at all?
09/02/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

How will your investments weather the ups and downs of the business cycle?
08/31/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

If you thought that payouts from life insurance are tax-free in all cases, think again.
08/26/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

What do you need to know when the market experiences volatility?
08/24/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
08/19/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
08/17/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

A disability could keep you from work and increase costs. How can you protect yourself?
08/12/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
08/10/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
08/05/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

What role would taxes play in your investment decisions? Find out in this message.
08/03/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

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28368 Constellation Road , Ste. 396
Santa Clarita, CA
91355

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