Believing that most people don’t sufficiently plan for their retirement years was one of the main reasons Mitch Pearson decided to build a career in the financial services industry. Having worked in the business since 2007, Mitch has seen the impact unforeseen political, social and economic events have had on global markets and in turn, people’s ability to reach their financial goals. He has worked hard to make sure his clients are able to weather any “storm” as they work toward achieving their long-term financial objectives.
Working with individuals, professionals and business owners, Mitch believes that it’s important to understand clients’ goals, not just short-term goals, but long-term ones as well. Equally as important is the on-going review and refinement of financial strategies put in place to ensure that they continue to meet the changes life throws in their path. Communication and education are key to that process as Mitch strives to provide a high level of client service. Keeping clients abreast of changes and being able to identify areas of opportunity and address them quickly is the prime ingredient to the ongoing implementation of any successful financial strategy. Along the way, Mitch makes sure his clients are educated on key financial issues, so they feel they are making informed decisions about their financial future.
As a partner of Equinox Financial Partners, Mitch co-leads a team of experienced financial professionals focused on helping clients accumulate and preserve wealth for themselves, their children and grandchildren. Equinox Financial Partners offers tax-advantaged planning combined with a wide-range of products and services to help clients enhance, protect and preserve wealth.
Mitch has the AIF (Accredited Investment Fiduciary) designation. Mitch has received numerous awards for his exemplary client service and business acumen including the prestigious Order of Excalibur, Gold Eagle, Silver Eagle, Bronze Eagle, National Leader Corp, Centurion, Circle of Excellence and Hallmark awards. He has been a perennial leader in the Long Island Branch as well as the company nationally and has been recognized in the 2014 and 2015 issue of New York Magazine as a 5 Star Professional Top Wealth Manager in the New York area. He is a member of the Elite Producer Group, Equitable Gold, MDRT (Million Dollar Round Table) and ARC (Agents’ Reinsurance Company) invitations to which are extended to the company’s most successful financial professionals.
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 raises funds for the Lustgarten Foundation
and the American Cancer Society. Through Equinox Financial Partners, the group supports the Salvation Army and Island Harvest food drives.
Mitch is an avid traveler and lives in Lido Beach, NY with his wife and 3 children.