John F. Pearson
with Barnum Financial Group (an office
of Metlife), plus a private tax practice
to be honest, right out of school I
thought it would be a great way to
make a lot of money. As time went by,
it became more clear that I could use
it as an avenue to help others navigate a
crazy financial world.
the depth of experience and caliber of my co-workers, who are
incredible resources for me to draw on to help my clients. We always
manage to find ways to make every day fun, which is no small feat in
the field of wealth management.
when the CTCPA asked me to be part of the Financial Literacy Task
Force. Part of that experience was teaching financial literacy sessions at
the University of New Haven. Once I heard the level of student loan debt
that most of these young people were going to graduate college with, I
made a commitment to spend a large portion of my practice time to help
young people get the education that they need without totally mortgaging
their (and their families') future.
working with some of the
younger planners in my office. They keep me young and in touch with
new technology and ideas.
South Park I just love the social commentary!
Shawshank Redemption and The Green Mile.
Guess I have something about prison movies!
when an executive recruiter got me out of
the corporate tax world 25 years ago by telling me to spend more time
doing what I love, which was helping individuals and small businesses
one-on-one ... I've been doing it ever since!
Do you want to be featured in a future issue of Connecticut CPA?
John Pearson (right) with (from left) his daughter
Rebecca, wife Sharon, and son Chris (in back)
during a recent family trip down the Colorado River
through the Grand Canyon.