California‑based financial services team serving individuals and businesses for 15+ years
Founded in 2008, Pear Finance Solutions began with a simple idea: combine personal relationships with institutional‑grade financial expertise so everyday Californians can make confident decisions.
What started as a boutique advisory in Los Angeles has grown into a statewide firm serving individuals, families, and businesses. Our growth has been driven by a client‑first mindset, practical strategies, and a deep understanding of California’s diverse markets.
Today we oversee more than $2B in assets and support 5,000+ clients—from first‑time homebuyers and new investors to established business owners—through transparent guidance, proactive communication, and measurable outcomes.
Recognized for excellence in financial services and customer satisfaction.
Certified financial professionals with decades of combined experience.
Every decision we make is guided by what's best for our clients.
Your financial security and privacy are our highest priorities.
The principles that guide everything we do
To empower individuals and businesses to achieve financial success through personalized, innovative, and trustworthy financial services that make a meaningful difference in their lives.
To be California's most trusted and respected financial services firm, known for our unwavering commitment to client success and our innovative approach to financial solutions.
Meet the experienced professionals guiding Pear Finance Solutions and our clients
Chief Executive Officer
With over 20 years in financial services, Michael leads our strategic vision and ensures we deliver exceptional value to every client.
Chief Financial Officer
Sarah brings 18 years of experience in financial planning and investment management, ensuring our clients' portfolios are optimized for success.
Chief Operations Officer
David oversees our daily operations and client services, ensuring every interaction exceeds expectations and delivers outstanding results.
The results speak for themselves
We believe strong finances and strong communities go hand in hand.
Pear Finance Solutions supports local charities, educational initiatives, and community development projects throughout California. We sponsor financial literacy programs in schools, mentor small business owners, and partner with nonprofit organizations focused on economic mobility.
Free workshops and seminars for students and adults
Mentoring and funding for local entrepreneurs
Annual donations to local charities and causes
Join thousands of clients who rely on us for clear, coordinated support across banking, insurance, mortgages, loans, investments, and planning.