Chad Pearson, UBS Decision Point Wealth Consulting - Wilmin

Chad Pearson, UBS Decision Point Wealth Consulting - WilmingtonBiz Insights Author

Chad Pearson, CFP®, CEPA, CPWA® leads Decision Point Wealth Consulting in providing wealth management and succession strategies for small business owners and their families. In addition to the Certified Financial Planner Professional, he holds the Certified Exit Planning Advisor and Certified Private Wealth Advisor designations. He helps business owners integrate an exit strategy into their financial goals, while focusing on the components of maximizing business value and worth, individual financial planning, and life after business.


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