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1227 Pleasant Grove Boulevard Suite 200 Roseville, CA 95678

(916) 297-6394
brian@peartreeag.com
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Our Process
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Grounded & Growing in Your LifeTime Journey

Work with a Financial Family you can count on in every stage of your life.

LifeTime Service
Investment Management
Our Process

Always Guiding You. In Every Stage of Life.

We focus on providing individuals, businesses, and families in the Northern California area with a
lifetime of personal wealth services from investment management, to estate and retirement planning.

Your Financial Family

Dedicated partners and a guiding force that will prioritize your values in every stage of life.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

No matter where you stand in life, or how much wealth you accumulate, finding a balance between your means and goals can feel overwhelming. In each stage of life, you are often presented with many questions and complicated choices that you shouldn’t have to navigate on our own. PearTree Advisory Group was formed on the belief that a financial advisor should be more than just a “finance person”. We will be a core pillar of your life - someone you can always count on to be by your side, guiding you through every stage of life and the questions that come with it, helping you find harmony between your money and your lifestyle.

Learn More About Us
Brian Peardon

Brian Peardon, AIF®

President and Founder

(916) 297-6394

Jim Fantaski

Jim Fantaski

Financial Advisor

Kerri Self

Kerri Self, AIF®

Client Service Manager

Kole Cook

Kole Cook

Client Relationship Manager

Reece Peardon

Reece Peardon

Client Relationship Manager

Shelby Cook

Shelby Cook

Director of Marketing

Am I saving enough to meet my long-term goals?

Am I maximizing my employer benefits?

How do Social Security and Medicare work? When do I start my benefits?

How do I navigate the eldercare process for my aging parents?

When will I have enough to retire?

How do I leave a legacy for my family?

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.
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