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.

Wondering what to tell your financial pro? Check out this quick video for guidance!
07/20/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
07/15/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
07/13/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Extended care refers to services needed by those who have a chronic illness or disability.
07/08/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
07/06/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

The truth is a little more complicated with these personal finance idioms.
07/01/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
06/29/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
06/24/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Concerned about identity theft? Some things to leave at home.
06/22/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
06/17/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

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

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