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.

The financial risks to consider when evaluating self insurance?
06/03/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Estimate the total amount you may need saved to support your desired retirement lifestyle.
06/01/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/27/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
05/25/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
05/20/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

There are many factors to consider before tapping retirement money to pay for college.
05/18/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Health-care coverage (including Medicare) typically does not cover extended medical care.
05/13/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/11/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
05/06/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
05/04/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

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

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