Ivy Pierson

Ivy Pierson<Ivy Pierson, MBA, Certified Estate Planner

Regional Vice President

BIOGRAPHY

Ivy Pierson is Regional Vice President for Householder Group Estate & Retirement Specialists, LLC and also a Registered Representative with LPL Financial. She has been in the financial services industry for 12 years and holds the following securities registrations: Series 7 and 66, as well as Life/Health/Disability Insurance licenses.

As a Registered Investment Advisory firm, Householder Group Estate & Retirement Specialists specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation portfolios in order to focus on capital preservation and multi-generational wealth management.

Ivy obtained a Bachelor’s of Science degree in Information Technology and went on to earn a Master’s of Business Administration degree from Pepperdine University in Malibu, CA. Ivy’s mission has always been to operate a service-focused practice where clients come first, delivering the highest level of service possible. She believes constant and frequent communication with her clients is essential in maintaining their goals and objectives.

As an active member in her community, Ivy is involved with Zonta International, a charitable organization whose mission is the empowerment of women around the world. Ivy is married to Shaun for 16 years and has two wonderful children. They enjoy various activities together such as bicycling, traveling, camping and cooking.

We don’t represent a group of investment products, we represent you.

CONTACT

28212 Kelly Johnson Pkwy, Suite 160
Santa Clarita, CA 91355

Phone 661-297-7566
Fax 661-263-9958

Email: ipierson@householdergroup.com
Website: www.piersonwealthmanagement.com

CA Insurance License #0C92500