SETH M. PEARSON, CFP, Certified Financial Planner, TM

Seth M. Pearson, CFP, Pearson Financial Services, Dennis, Mass., is a pioneer in the field of financial planning. One of the first 900 Certified Financial Planners (CFPs)™ whose ranks now number nearly 45,000 -- Seth has spent his entire professional life developing strategies to help families accrue, protect and distribute their wealth.

He is concerned about the impact and conflicts that uncoordinated professionals, with multiple and competing agendas, have on the financial goals of families. He offers an integrated wealth management process via a
“family office,” incorporating investment, retirement, financial and estate planning specialists under one roof, with each professional committed to a long-range, tax efficient and cost-effective financial plan in the best interests of the client’s family.

In addition to his career as a financial advisor, he has consulted with three of the largest financial institutions in the nation. More than eighteen thousand people have heard his lectures on the science and art of financial planning.

Seth lives on Cape Cod with his wife, Penny. He is an avid sailor. It’s no accident that the compass rose is part of his company’s logo. His three children and grandchildren live nearby. Given the realities of property values and property taxes on Cape Cod, Seth is an expert in managing highly appreciated property so that its value can be carefully accessed to meet a family’s financial goals. He works with conservation trusts and land banks, with the twin goal of helping families preserve their wealth while preserving authentic Cape Cod.

Pearson Financial Services

Seth M. Pearson, CFP, Certified Financial Planner, TM

Kathleen Muscarella - Family Office Accounts Manager

Coral Murphy - Operations Manager

Barry MacMartin - Registered Service Associate

Investment Advisor Representatives:

Bryan W. Bastoni, CFP, Certified Financial Planner, TM

Christopher Dupee, CPA

William Lord, CFA

John W. Ward

Law Offices of Kathleen Fowler

Kathleen Fowler, JD - Estate Planning Attorney

William Lord, CFA - Estate Administrator

Debra Coccoro, Estate Planning Attorney

Jennifer Fairman - Office Manager