Gregory A Pearlman Jr
Wealth Management Advisor|CLU®, ChFC®
About me
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Giving Back
Here at Sightline Financial Planning, the heart of our firm starts with how we can help others and give back to grow and greater our community. Here are some of the organizations we partner with:
Fairways for Warriors
The mission of Fairways for Warriors is to reduce the number of veteran suicides and to provide mental, physical, emotional, social, and spiritual rehabilitation to combat veterans and their families.
Kick off for Kids
The mission for Kick off for Kids is helping children in need by supplying food to help foster education in Central Florida.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Pillars of Expertise
Wealth Management
Financial Planning
Business Planning & Succession
Investment Planning & Strategies
Retirement Planning & Income Strategies
Insurance Protection Strategies
Tax-Efficient Strategies
Life Insurance Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
