Mitchell Pearson

Mitchell Pearson

Phone: (516) 355-3325
E-mail:
 

Mitchell Pearson

Believing that most people don’t plan sufficiently for their retirement years and wanting to right that wrong was one of the main reasons Mitch Pearson decided to build his career in the financial services industry. He started his career as a financial professional in 2007, and has worked with individuals, professionals and business owners in developing retirement planning strategies to help ensure that those years are as financially comfortable as possible.   Mitch believes that it’s important to understand clients’ goals . . . not just short-term goals, but long-term ones as well and works with client’s year-after-year to ensure that the financial programs and investments put in place continue to meet the changes life throws in their path. He prides himself on the level of service he provides to clients and makes every effort to keep clients informed of changes in the market and how it affects their financial programs.  Mitch has also held various educational seminars for small businesses to help them make educated decisions regarding their financial strategies.

 

Mitch has received awards for his exemplary client service and business knowledge. Company awards in­clude National Leader Core, Centurion, Circle of Excellence, and Hallmark I. He is also recognized in the 2014 and 2015 issues of New York Magazine as a 5 Star Professional Top Wealth Manager in the New York area.

 

He earned a Bachelor of Science degree from Union College in 2007. From 2005 – 2009 he was the Assistant Volleyball Coach for Molloy College in Rockville Centre.

 

Always eager to give back to the community, Mitch, who is fluent in Spanish, was the Vice President of the Board of the South Shore Child Guidance Center through 2015, a non-profit organization that focuses on helping families in need. As part of Equinox, Mitch is also a participant in the American Cancer Society Gala, Salvation Army quarterly drives and the Island Harvest Food drives. Mitch is a resident of Oceanside and is an avid traveler

 

 


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