Brian Pearce is owner and CEO of Dynamic Wealth Management. With more than 32 years of experience in benefits, nance and financial services, he currently specializes in retirement planning. “I help with retirement income, putting together custom plans that take into account individual client needs,” he says. “I then monitor plans through the years to help ensure my clients succeed.”
Brian feels clients benefits from his experience and perspective. “It’s important to work with a financial advisor in order to avoid mistakes that can cost you money, as well as receive current advice about the latest investment strategies,” he says. “I’ve experienced some of the best times in the market and some of the worst—such as 1987 [20% one-day drop in the S&P], the dotcom bubble, and the 2008 financial crisis. Having been through these occurrences helps me educate people about risk and volatility—and how to deal with it.”
Brian received his bachelor’s degree from the University of Florida. In addition to insurance licenses, he holds Series 7 (securities), Series 65 (investment advisor) and Series 24 (general securities principal) licenses. Although he holds many credentials and has decades of experience, he believes in a calm, laid-back approach: “I try to keep things clear and simple to understand for my clients so they can focus on their own lives and feel comfortable about their retirement.”
Brian has deep roots in Polk County and has lived in Florida his whole life. A member of Grace Lutheran Church, Brian is married to Lisa, his wife of 32 years. They have three grown children, Lance, Jordann and Madison. Brian’s hobbies include golf and weight training.