Ivy Pierson - Pierson Wealth Management

Ivy Pierson - Pierson Wealth Management Ivy Pierson, CEP, MBA
Investment Advisor Representative The lifelong relationships I build along the way are among the most fulfilling parts of my career.

Bringing confidence to individuals and families regarding their finances is one of the most rewarding aspects of my professional life. By applying my experience and insights, I strive to give my clients the strategic edge their wealth needs to thrive – while helping to alleviate financial stress and uncertainty. With over two decades of experience as a financial advisor, I’ve had the privilege of watching my clients and their families grow, evolve, and thrive. I take pride in working closely with each client, guiding them through every stage—from their working years through retirement. I have been a resident of Santa Clarita, CA for many years and have been married for over 25 years. My husband and I have two wonderful children, Andrew and Isabel, both currently in college. Our family also includes our beloved Goldendoodle, Bella. Time with my family is my greatest joy, and we cherish the opportunity to travel together—especially internationally, which we try to do each year. When I’m not with my family or clients, I devote time to causes I care about, including volunteering with Zonta International, an organization dedicated to empowering women worldwide. I also enjoy reading and staying active—starting most mornings with my 5 AM workout! Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Pierson Wealth Management, Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Happy Friday!! Earlier this week we had the honor of celebrating Amber's Birthday with her! She is a huge asset to our t...
10/09/2026

Happy Friday!! Earlier this week we had the honor of celebrating Amber's Birthday with her! She is a huge asset to our team and we love to see her smile!

10 tips that can head-off marriage money problems.
10/07/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

When considering a record keeping system for your business, you need to ask yourself some very important questions
10/05/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Earnings season can move markets. Find out why.
09/30/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Do global and international mutual funds complement or conflict with each other?
09/28/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Happy Friday!! This week, Mackenzie welcomed a new puppy into the family. Meet Pax! He is sure to keep her on her toes!😂...
09/25/2026

Happy Friday!! This week, Mackenzie welcomed a new puppy into the family. Meet Pax! He is sure to keep her on her toes!😂

Many have heard they should avoid probate; do you understand what probate is and how it works?
09/23/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
09/21/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
09/16/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Concerned about the social impact of your investments?
09/14/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

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28368 Constellation Road , Ste. 396
Santa Clarita, CA
91355

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