Pam Pearson, President, CERTIFIED FINANCIAL PLANNER™ 

Pamela B. Pearson began her career in finance working at Kidder, Peabody in Boston between her junior and senior years at Harvard University - where among other things she was also a two-sport varsity athlete. Following graduation, Pam began her career in the Corporate Finance Department at Kidder Peabody in New York City.

 

After a few years, Pam joined the newly-created investment marketing firm Capital Vectors. During this time, while serving the investment needs of corporate investment firms, Pam noticed her clients, her friends, and her colleagues were only focused on one aspect of their financial future. None of them were seeing the bigger picture – or accessing and integrating the analysis and advice from their stockbroker, attorney, accountant, and insurance broker into a single, coherent plan.

 

This insight led Pam to start her own business as a financial planner in 1986 working with Cigna Individual Financial Services Co. Through Cigna, Pam gained extensive hands-on training in the insurance sector while expanding her expertise in investments and in prudent estate and business planning. It was here that Pam decided to manage her business with the belief that the surest path to success was putting your client’s needs first.